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BERT W. SMITH, JR. & CO., CHARTERED

UEI: KUKAF431LTD9CAGE: 1TJY9

BERT W. SMITH, JR. & CO., CHARTERED is a federal contractor, registered under UEI KUKAF431LTD9 and CAGE code 1TJY9. It has been awarded $39,483,708 in federal contracts. Primary work spans Other Accounting Services, Offices of Certified Public Accountants, and Administrative Management and General Management Consulting Services. Top awarding agencies include Pension Benefit Guaranty Corporation, Department Of Justice, and Pension Benefit Guaranty Corporation (dol).

Contact Information

Registration and classification details

Registration

UEI Code

KUKAF431LTD9

CAGE Code

1TJY9

Entity Structure

Corporate Entity (Not Tax Exempt)

Established

N/A

Business Classifications

For Profit OrganizationBlack American OwnedMinority-Owned Business

NAICS Codes

541211Offices of Certified Public Accountants(Primary)
541219Other Accounting Services
541611Administrative Management and General Management Consulting Services
541618Other Management Consulting Services

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

BERT W. SMITH, JR. & CO., CHARTERED specializes in financial management and technical advisory services for federal agencies, operating as a certified public accounting firm with deep expertise in public sector financial systems. The contractor delivers audit-ready financial controls, compliance fra...

BERT W. SMITH, JR. & CO., CHARTERED specializes in financial management and technical advisory services for federal agencies, operating as a certified public accounting firm with deep expertise in public sector financial systems. The contractor delivers audit-ready financial controls, compliance frameworks, and operational support tailored to complex international and federal programs, with a demonstrated focus on ensuring transparency and accountability in U.S. government-funded initiatives. Their technical capabilities include financial reporting under U.S. GAAP and federal standards, internal control assessments, budget execution analysis, and audit readiness preparation—particularly for programs involving foreign assistance and federal procurement systems. A key differentiator is their ability to integrate accounting rigor with programmatic objectives, enabling agencies to meet both fiscal integrity requirements and mission outcomes. The firm has established direct relationships with the U.S. Agency for International Development and the General Services Administration. For USAID, they provide financial management support for Latin American and Caribbean programs, ensuring compliance with international donor standards and U.S. foreign assistance regulations. With GSA, they have secured a Federal Supply Schedule contract, indicating their pre-vetted status to deliver professional accounting services across the federal enterprise under streamlined procurement mechanisms. Their primary NAICS code, 541211, reflects a pure-play focus on certified public accounting services, positioning them as a specialized provider in financial oversight rather than broad consulting. They serve verticals requiring stringent fiscal accountability, including international development, federal procurement, and government-wide financial operations. As a 2L entity based in Washington, D.C., the firm operates as a small, agile professional services practice with deep institutional knowledge of federal financial systems. While no formal government certifications are listed, their GSA Schedule award and direct engagement with USAID confirm their eligibility and trustworthiness within the federal contracting ecosystem. Their location in the nation’s capital enhances their accessibility to key decision-makers and oversight bodies.

Key Performance Metrics

Awards Count

47

All time

Active

0

Currently performing

Completed

47

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Awards by NAICS
Export
Awards by Agency Over Time
Awards by Place of Performance

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NAICS: 541611
New
Business Impact Analysis, Disaster Recovery, and Business Continuity Plan Services (RFP-VC-26-006), Inland Empire Utilities Agency (California)
Solicitation # RFP-VC-26-006
Hagerty Consulting, Inc. is seeking a Disadvantaged Business Enterprise (DBE) subcontractor to support an engagement with the Inland Empire Utilities Agency (IEUA) in California. The project focuses on enhancing the agency's operational resilience framework through the development and review of a Business Impact Analysis (BIA), Disaster Recovery Plan (DRP), and Business Continuity Plan (BCP). Key responsibilities include identifying critical time-sensitive functions, quantifying disruption impacts, developing recovery playbooks, and facilitating in-person tabletop exercises to identify response gaps. Preferred expertise includes IT/OT resilience, critical infrastructure, and experience within the water or wastewater utility sectors. The engagement is funded by the Environmental Protection Agency (EPA) and requires strict adherence to CISA, NIST, and FEMA standards. The contract has an initial term of three years with an option to extend, with an estimated project value of approximately 1 million dollars per year. Qualified subcontractors must demonstrate a strong record of performance, including at least two similar projects completed within the last five years. Compliance requirements include registration in SAM.gov, adherence to California Prevailing Wage laws, and compliance with Build America, Buy America (BABA) and Title VI of the Civil Rights Act. Proposals must be submitted electronically via PlanetBids by November 17, 2026.
Hagerty Consulting, Inc.

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NAICS: 541611
New
SLED
PROVIDE A COMPLIANCE GAP ANALYSIS FOR UNIVERSITY OF HAWAII
Solicitation # 27-6275
The University of Hawaii System is soliciting professional consulting services under RFP No. 27-6275 to conduct an enterprise-wide compliance gap analysis, compliance program maturity assessment, and the development of a strategic implementation roadmap. Led by the inaugural Chief Compliance and Ethics Officer, the project aims to establish a baseline of risks and strengths by mapping current practices against the U.S. Department of Justice's Seven Elements of an Effective Compliance Program and USSG §8B2.1, while incorporating higher education leading practices. Key deliverables include a Project Management Plan, a Compliance Inventory and Ownership Map, an Assessment Report, an Operating Model and Strategic Roadmap, and an Executive Summary with briefings, with final deliverables due by May 28, 2027. The contract will be awarded to the responsive and responsible offeror deemed most advantageous to the University, with key personnel scoring 20 points in the evaluation. Qualified firms must have at least ten years of compliance consulting experience and have completed five compliance assessments for higher education institutions. The Project Director must possess CCEP and LPEC certifications and have verifiable experience as a Chief Compliance Officer in higher education. Proposals must be submitted via HIePRO by November 30, 2026, and include a firm fixed price for each deliverable. Strict requirements are in place for data security, including U.S.-based storage and encryption, as well as comprehensive insurance coverage including Commercial General Liability, Automobile Liability, and Workers' Compensation.
Department of University of Hawaii

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NAICS: 541611
New
SLED
TANF Tribal Collaboration
Solicitation # SRC000483
The North Dakota Department of Health and Human Services, Economic Assistance Section, is soliciting proposals under solicitation SRC000483 for a qualified vendor to facilitate collaboration between the state government and federally recognized tribal nations. The primary objective is to strengthen partnerships and develop culturally responsive strategies for the Temporary Assistance for Needy Families (TANF) program. Key deliverables include facilitating two annual meetings between state TANF administrators and tribal leaders, conducting assessments of outreach and service delivery, integrating TANF Job Opportunities and Basic Skills (JOBS) and Tribal Native Employment Works (NEW) programs, and creating toolkits and guides for TANF workers. The successful vendor will be required to travel within North Dakota, including to rural and tribal communities, for up to 15 days per year. The contract is intended to run from January 1, 2027, through December 31, 2028, with a total budget not to exceed 100,000 dollars; proposals exceeding this amount will be deemed non-responsive. The state maintains the option to extend the contract by up to 12 months and renew it for up to three additional 24-month periods. Proposals are evaluated on a 100-point scale, with 30 points each allocated to the understanding of the scope of work, the management plan, and experience and qualifications, while the remaining 10 points are based on cost. In the event of a tie, preference is given to resident North Dakota bidders. Proposals must be submitted electronically via the NDBuys portal by November 11, 2026.

POSTED

about 8 hours ago

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in 14 days
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