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Government Best Practices Training Workshop:
Critical
Roles and Responsibilities of the Contracting Officer's Representative/Contracting
Officer’s Technical Representative:
A Three-Day Workshop
March
21-23, 2006
Market*Access
Training Center
4301 Wilson Boulevard, Suite 1003
Arlington, VA 22203
NOTE: On-line
registrations for this workshop are now closed. Space is available for
walk in registrants. To register the day of the conference, please bring
your payment and the attached
registration form.
Registration:
7:30 AM (Day One Only)
Program Starts: 8:30 AM
Wrap-up: 4:00 PM
Course materials, continental breakfast, refreshments included.
The contracting officer’s representative (COR/COTR) plays an essential
role in the planning, awarding and management of the government contract.
They are the “eyes and ears” of the contracting officer
in ensuring that technical requirements are being met and that the contractor
is adhering to the terms and scope of the contract. Their technical
expertise and project management skills are critical in designing performance-based
acquisitions that successfully respond to risk, motivate excellent contractor
performance, manage cost and schedule constraints and achieve contract
goals and objectives.
In the Critical Roles and Responsibilities of the Government COR/COTR course, you’ll learn the critical roles, responsibilities and best practices for being an effective COR/COTR. The course covers the COR/COTR’s role throughout the government contracting process—from defining initial requirements to effective post-award performance management. You’ll learn the importance of early risk assessment and how risk mitigation and control influences the pre and post award management of the contract. You’ll also learn the many areas of the acquisition process where COR/COTR participation is essential in helping the contracting officer protect the interests of the government during contract execution. For industry attendees, you will gain keen insight into your government customer and how your company can help support the important role of the COR/COTR.
You will develop skills through various practical exercises and will
receive a course manual containing many useful references that can be
used long after you have completed the class.
“Very
informative – I’m new to COTR…I was
a novice.”
— Program Analyst, USDOL
What You Will Learn
-
Defining the scope of the acquisition through use of a contract Work Breakdown Structure
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Identifying, analyzing and documenting risk
-
Conducting market research and effectively collaborating with industry
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Planning and implementing a performance based services acquisition
-
Developing a risk-focused Request for Proposal and evaluation criteria
-
Understanding and participating in a best value source selection
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Properly executing the roles and responsibilities of the COR/COTR in post-award contract performance
Who Should Attend
-
Current and future COTRs, CORs and Technical Monitors
-
Commercial Vendor Relationship Managers (VRMs)
-
Government and commercial project leaders and managers
-
Contracting officers and administrators
-
Acquisition officers
-
Quality assurance personnel
-
General Counsel
-
Federal advisory and assistance contractors
Previous Attendees Include:
- Army National Guard, Facilities Management Officer
- BOR, GIS Coordinator
- Bolling AFB, Management Analyst
- Corpus Christi Army Depot, Business Development Specialist
- Department of Commerce, Management Analyst
- Department of Defense, Program Analyst
- Department of Education/Office for Civil Rights, Management/Program Analyst
- Department of Education/Office for Civil Rights, Supervisory Management/Program Analyst
- Department of Homeland Security/FEMA, Map MOD COTR
- Department of Homeland Security/FEMA, Program Specialist
- Department of Interior, Senior Telecommunications Specialist
- Department of Justice, Systems Accountant
- Department of Labor, Accounts Payable Manager
- Department of Labor, Assistant Director, Agency Management & Budget
- Department of Labor, Chief, Division of Employment & Training Programs
- Department of Labor, Deputy Director
- Department of Labor, Director, Management Support Services
- Department of Labor, IT Specialist
- Department of Labor, Manager Branch Chief
- Department of Labor, Program Analyst
- Department of Labor, Program Specialist
- Department of the Treasury, Information Systems Security Officer
- DHS/FEMA, Map MOD COTR
- DHS/FEMA, Program Analyst
- DHS/FEMA, Program Specialist
- DHS/FEMA, Secretary
- DOL, Director, Management Support Services
- DOL, Program Analyst
- HQDA ODCS, G-2, Support Services Specialist
- Inter-American Foundation, Auditor
- NIAID, Budget & Policy Analyst
- NOAA, Port Engineer
- NOAA, Small Boat Engineer
- National Archives & Records Administration, Policy & Planning
- National Park Service
- Office of Federal Contract Compliance Programs, Administrative Officer
- Office of Federal Contract Compliance Programs, Program Analyst
- SPAWARSYSCEN, Technical Specialist
- US EPA, Program Analyst
- US Army OACSIM, Program Analyst
- US Army OACSIM, Program Integration Specialist
- US Air Force, Electronic Equipment Maker/Installer & Repairer
- US Air Force, Quality Assurance Personnel
- US Coast Guard HQ
- US Court of Appeals for the Armed Forces, Security & Operations Advisor
- USCG Headquarters, Chief Warrant Officer
- USDA, Supervisory Information Tech Specialist
"I enjoyed it all.
As a new COTR, it is difficult for me to identify the
most important part.”
— Strategic
Planning and Legistative Analyst, USDOL
1. Roles, Responsibilities and Authorities
a.
Members and roles of the acquisition team
b. Types, limits and delegation of contractual authority
c. General authorities of the COR/COTR
d. Standards of conduct and procurement integrity
e. Organizational conflicts of interest
2.
Determining Acquisition Scope and Assessing Risk
a.
Statements of need
b. Use and purpose of work breakdown structures
c. Identifying, assessing and mitigating risk
d. Integrating risk and acquisition management
3.
Conducting Market Research and Planning the Acquisition
a.
Requirement for and benefits of market research
b. Steps in the market research process
c. Exchanging information with industry
e. Competition requirements
f. Acquisition planning requirements
g. Commercial item acquisition
4.
Performance Based Acquisition
a.
Definition and purpose of performance based acquisition
b. Performance work statements and statements of objective
c. Critical performance standards and acceptable quality levels (AQLs)
d. Quality assurance surveillance plans
e. Performance incentive approaches
5.
Developing the Request for Proposal and Planning the Source Selection
a.
Elements of the Uniform Contract Format (UCF)
b. Developing evaluation factors for award and proposal submission instructions
c. Key terms and conditions
d. Streamlining the source selection process
e. Effective use of the advisory multi-step process
6. Conducting
the Best Value Source Selection
a.
Overview of the best value source selection process
b. Performing the technical evaluation of offeror proposals
c. Cost and past performance evaluations
d. Competitive range determination and discussions with offerors
e. Comparative assessment, tradeoff analysis and contract award
7. Post-Award
COR/COTR Contract Management Principles
a.
Essential elements of a binding contract
b. Principle of contract privity
c. Interpreting the contract
d. COR/COTR documentation and record keeping requirements
e. Types of contract changes
f. Equitable adjustments
g. Government furnished property
h. Inspection and acceptance
i. Terminations
j. Excusable delays
k. Invoices and payments
l. Contract closeout
Mr. Robert Watts has over 26 years of federal acquisition experience in the disciplines of contracting, project management and financial management. He is the President of LodeStar Acquisition Services, a small business, acquisition training and consulting firm headquartered in the greater Washington D.C. metropolitan area. Previous to founding LodeStar Acquisition Services, Mr. Watts was Vice President of Acquisition Services at ManTech Integrated Data Systems from 1998 – 2004. The organizations he has led have helped over 500 government teams efficiently select and manage mission critical contractor products and services.
Mr. Watts is a retired USAF Lieutenant Colonel and a former member of the Defense Acquisition Corp. Prior to his retirement from the USAF, he was the Director of the National Reconnaissance Office’s (NRO’s) Acquisition Center of Excellence (ACE), a unique organization of over 60 personnel dedicated to providing the NRO workforce a dedicated acquisition support capability and infrastructure. As ACE Director, Mr. Watts was the architect of the NRO’s process for competitive procurement of over $15B in space-related hardware and software.
Mr. Watts is also a senior instructor, researcher, writer and consultant for The George Washington University’s (GWU’s) Educational Services Institute International. He received his MBA from Rensselaer Polytechnic Institute in Troy, New York.
What Previous Students Said About Your Instructor:
"The instructor was very knowledgable. He used great "real life" situations in getting the points across." - Financial Analyst, US Air Force
"The
instructor was very effective and held our attention." - Contract
Specialist, Dept. of Commerce/NOAA
"Very knowledgable and was able to answer 99.9% of questions
right away." - Financial Analyst, Booz Allen Hamilton
“Instructor was very knowledgeable and informative. I enjoyed the class and the intructional material and it’s layout/format.” - Strategic Planning and Legistative Analyst, USDOL
“Excellent examples drawn from personal experience; trivia warm-ups a great idea; courteous and professional.” - GIS Manager, USBR
“Great expertise and experience!!” - Program Specialist, FEMA
- For registration informatio