Jacob Barclay

Jacob Barclay
Principal
Jacob assists small business federal government contractors comply with accounting and contractual requirements defined by the Federal Acquisition Regulation (FAR), set-aside standards, and other regulatory guidelines. Over the past decade, Jacob's subject matter expertise has fallen into three primary functions:

Establishing Defense Contract Audit Agency (DCAA) compliant accounting systems, DCAA audit liaison, and preparing DCAA reporting submissions. Jacob typically supplements our clients current Bookkeeper, Controller, or Chief Financial Officer as a subject matter expert to ensure these deliverables are met and successfully accepted by DCAA.
Termination Settlement Proposals and Request for Equitable Adjustments allow contractors the opportunity to adequately recover their costs. Jacob has successfully recovered settlements over $3M based on a thorough explanation and understanding of entitlement to the costs. More times than not, contractors do not fully capture all of the cost impacts due to the change, one of which is Jacob's consulting cost.
It is paramount to develop a compliant and competitively priced proposal Cost/Pricing Narrative. Jacob has previously developed independent cost estimates on behalf of the Government which provides the foundation on understanding how evaluators will scrutinize the proposal. To date, Jacob has prepared cost proposals on over $4 Billion in contract value. He follows the Shipley Associates framework to perform cradle-to-grave cost narratives, subcontractor RFQ management, cost modeling, forward pricing rates, and completed templates.

Finally, for more than 10 years, Jacob has provided training and education on a multitude of accounting, compliance, and cost/pricing issues. In addition to providing in-house compliance training for clients, Jacob is a sought-after subject matter expert and speaker at national industry conferences, Tidewater Government Industry Council, Procurement Technical Assistance Centers (PTACs), and other industry organizations.

Contact Jacob
[email protected]
757.508.9696

Education:

B.S., James Madison University, Accounting

Certification:

Masters Academy in Government Contracting, George Mason University

Speaking Engagements:

Upcoming:

Incurred Cost Submissions - Applicable? Compliant? Virginia PTAC. May 18, 2022.
Developing a Cost/Price Proposal that is Complaint. Virginia PTAC. February 1, 2022

Historical:

Contract Types & Associated Risks. Virginia PTAC. November 10, 2021.
Re-Structuring Indirect Rates for Competitive Pricing. Virginia PTAC. August 23, 2021.
Prince William Chamber of Commerce - "Audit Compliance: Tips/Tricks/Things to Know for 2021-2022". August 24, 2021.
2021 Live Q&A Café with J.Schaus & Associates - "Business System Compliance. August 13, 2021
Hot Topics in GovCon - Winter Conference - "Competitive vs. Profitable Pricing: Can you have it all?" -J.Schaus & Associates. March 4, 2021.
"Developing Indirect Rates: How to Ensure You're Profitable" - Iowa State University, PTAC. February 10, 2021
"Highlighting the most significant: new proposed regulations, guidelines for CO’s and Auditors, cost/price decisions on appeals board and courts" AFCEA Joint Small Business - Hampton Roads & Rocky Mountain Colorado Chapters. January 28, 2021.
"NIWC Atlantic - Industry Day." Moderator. Tidewater Association of Service Contractors. August 2020.
"How to Prepare Competitive Pricing." ODU Procurement Technical Assistance Center (PTAC). February 2020.
"Keynote Speaker - Small Business Procurement Initiatives." Ft. Eustis Small Business Contracting Forum & Expo. January 2020.
"Cybersecurity Update." Tidewater Government Industry Council Exchange Brief. July 2019.
"Financial Aspects, Cost and Price Evaluation and Technical Proposal Evaluation to Avoid Protests." Tidewater Government Industry Council. May 2019.
"It’s All Allowable! April Fools! Industry and Government Learn the Functionality of Incurred Cost Submissions and Discuss the Determination of Unallowable Costs." Tidewater Government Industry Council. May 2018.
"Industry and Government Prepare for Year–end Planning & Closeout and Fine Tune Provisional Rates." Tidewater Government Industry Council. January 2018.
"Contract Pricing." Tidewater Government Industry Council. August 2017.

Publications:

"WOSB/EDWOSB Formal Certification Process Update." August 2020.
"PPP Loan - GovCon's are Asking Questions. Review of FAQ's". April 2020.
"SBA Adopts Five-Year Receipts Calculation." December 2019.
"Proposed FAR Amendment Would Change Confidentiality Agreements." February 2016.

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