Question 1

Is Legacy Bay registered in SAM.gov?

Accepted Answer

Yes, Legacy Bay and its divisions are registered in SAM.gov. The UEI (DECTVKL3J9T1) and CAGE/NCAGE (21AG0) are available on the About and Contact pages.

Question 2

What set-asides apply to Legacy Bay?

Accepted Answer

Legacy Bay is certified as a Service-Disabled Veteran-Owned Small Business (SDVOSB), Veteran-Owned Small Business (VOSB), and Small Business Enterprise (SBE), and Texas Veteran-Owned HUB (VetHUB, cert #21837737), and is eligible for SDVOSB, VOSB, HUB, and small-business set-asides at federal, state, and local levels.

Question 3

Can Legacy Bay respond to sole-source awards?

Accepted Answer

Yes. Please contact us to discuss opportunities where our certifications and capabilities may qualify for set-aside or sole-source consideration.

Question 4

Does Legacy Bay accept teaming requests?

Accepted Answer

Absolutely. Visit our Teaming & Partnerships page to submit a teaming interest form.

Question 5

What financial services does Legacy Bay provide to government clients?

Accepted Answer

Our Financial Services & Advisory division delivers business valuations, financial analysis & modeling, government grant management & compliance, budget development, cost accounting and indirect rate analysis, FAR/DFARS cost & pricing compliance, audit readiness, investment advisory, tax preparation, accounting, and financial due diligence.

Question 6

Which NAICS codes cover the Financial Services & Advisory division?

Accepted Answer

523930 (Investment Advice), 541211 (Offices of CPAs), 541213 (Tax Preparation Services), 541219 (Other Accounting Services), 522390 (Other Activities Related to Credit Intermediation), 523999 (Miscellaneous Financial Investment Activities), and 525920 (Trusts, Estates, and Agency Accounts).

Question 7

Which PSC codes apply to financial scopes of work?

Accepted Answer

B501 (Accounting & Financial Management Services), B502 (Auditing Services), B503 (Budget & Program Review), B504 (Cost/Price Analysis), and C219 (Financial Consulting).

Question 8

Can Legacy Bay support FAR/DFARS cost & pricing compliance?

Accepted Answer

Yes. We support indirect rate development, incurred cost submissions, provisional billing rates, and DCAA audit readiness for prime and subcontractor engagements.

Question 9

Does the division support grant lifecycle management?

Accepted Answer

Yes — from pre-award budgeting and compliance review through post-award fiscal monitoring, drawdowns, sub-recipient oversight, and close-out reporting.

Question 10

Where can I download the Financial Services & Advisory capability statement?

Accepted Answer

The one-pager is available in the Capability Statement Downloads section above as a PDF.

Capability Statements, Links, and FAQs

Capability Statement Downloads

Legacy Bay Capability Statement

Government Contracting Links

Frequently Asked Questions

Financial Services & Advisory — FAQ