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Critical Roles and Responsibilities of the Contracting
Officer's Representative/Contracting Officer’s Technical Representative
A Three-Day Workshop
March 26-28, 2007
Government*Horizons Training Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203
Online Registration is now closed. Space is
available for walk-in registrants.
To register the day of the workshop, please bring your payment and
registration form.
Registration:
8:00 AM (Day One Only)
Program Starts: 8:30 AM
Wrap-up: 4:00 PM
“Very informative – I’m new to COTR…I was a
novice.” - Program Analyst, USDOL
“Instructor was very knowledgeable and informative. I enjoyed the
class and the instructional material and it’s layout/format.” - Strategic
Planning and Legislative Analyst, USDOL
Course
materials, continental breakfast (coffee and pastries), refreshments
included.
This workshop is recommended for 24 Continuous Learning Points (CLPs)
toward DAWIA/FAC-C requirements. A Government*Horizons "Certificate
of Completion" will be provided to all attendees upon conclusion
of the workshop.
For
information on fulfilling core, elective and continuous learning requirements,
visit:
http://www.whitehouse.gov/omb/procurement/policy_letters/05-01_041505.html
About This Workshop
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.
What
You Will Learn
- Defining
the scope of the acquisition through use of a contract Work Breakdown
Structure
- Identifying,
analyzing and documenting risk
- Conducting
market research and effectively collaborating with industry
- 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
- 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
A new government report
recommends contract training to achieve better federal contracting results.
Click
here to download the Managing the Government’s Technical Experts
to Achieve Positive Contract Outcomes report by the U.S. Merit Systems
Protection Board dated December 2005.
Previous Attendees Include:
- AFCCC,
Chief of Computer System Division
- AFCCC,
Chief of Computers Operations Branch
- Air
Force Research Laboratory, Fire Research Program Manager
- BOR,
GIS Coordinator
- Corpus
Christi Army Depot, Business Development Specialist
- Defense
Security COOP Agency, Congressional Liasion Specialist
- Department
of Commerce, Management Analyst
- Department
of Defense, Program Analyst
- Department
of Health and Human Services, 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 Labor, Accounts Payable Manager
- 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, Program Analyst
- Department
of Labor/OSEC/Office of the 21st Century Workforce, Special
Assistant
- Department
of Veterans Affairs, Director, Performance Analysis Service
- Department of Veterans Affairs, Management Analyst
- 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
- Federal
Aviation Administration, Computer Specialist
- Federal Aviation Administration, Mathematician
- Inter-American
Foundation, Auditor
- MEDDAC, Managed Care Division, Contracting Support
Branch, Contracting Officer Representative
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- MEDDAC, Managed Care Division, Contracting Support
Branch, Office Automation Assistant
- Missile
Defense Agency, System Engineer
- Military
Sealift Command, Assistant Security Manager
- Military Sealift Command, Marine Transportation
Specialist
- NASA,
Assistant Technical Management
- NASA
Kennedy Space Center, Management & Program Analyst
- NASA Kennedy Space Center, Program/Management Analyst
- National
Gallery of Art, Chief, Imaging & Visual Services
- National
Oceanic & Atmospheric Administration, Branch Chief
- National
Science Foundation, Program Manager
- NCOTA,
Director
- NIAID,
Budget & Policy Analyst
- NIH/NIAID/OTIS/PRMB,
Administrator for Strategic Planning & Resource Management
- Office
of Federal Contract Compliance Programs, Administrative Officer
- Office
of Federal Contract Compliance Programs, Program Analyst
- Office
of Personel Management
- PACAF
Computer Systems Squadron, PACAF, ETS Contracts Manager
- U.S.
EPA, Program Analyst
- US
Army, Procurement Analyst
- US
Army OACSIM, Program Analyst
- US
Army OACSIM, Program Integration Specialist
- US Department of Labor, HR Specialist
- US
Department of Labor, International Relations Analyst
- US Department of Labor, International Relations
Officer
- US Department of Labor, Program Analyst
- US
Patent & Trademark Office, Public Affairs Specialist
- USCG
Headquarters, Chief Warrant Officer
- USDA,
Supervisory Information Tech Specialist
- USDA-NRCS
- WHS/DFD/Federal
Facilities Division, Maintenance Mechanic Supervisor
- WHS/DFD/Federal
Facilities Division, Maintenance Work Inspector
- WHS/DFD/Federal
Facilities Division, Management Analyst
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What previous attendees said about this workshop:
"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
“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
Course Syllabus
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
About Your Instructor
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.
Contact Us
- For
registration information, please email Katie
Smith or call (703) 807-2758
Registration
Fee
• Industry: $1295 per person
• Small Business: $1195 per person
• Government: $1095 per person
Registration Options
Online
Registration is now closed. Space is available for walk-in registrants.
To register the day of the workshop, please bring your payment and
registration form.
Registration
form requires Acrobat Reader.
Registrations
are payable by Visa, American Express, Mastercard, company check or
government purchase order.
CANCELLATION POLICY:
You may designate a substitute in writing any time before the event.
If you need to cancel your registration, you must send your notice
in writing and will be subject to a $50 processing fee. No refunds
are given for cancellations received one week prior to the event start
date or later. PLEASE NOTE: No shows will be liable for the entire
registration fee.
We're
sure you'll be satisfied with the content of our events.
If you're not, please tell us why in a brief letter and we will credit
your investment
towards another Government*Horizons event. You risk nothing!
Government*Horizons has the right to refuse registration to any attendee
at any time.
Location and Hotel Information
The workshop will be held in the Government*Horizons Training Center
in the NRECA Building at 4301 Wilson Boulevard, Suite #1003 (10th
floor), Arlington, VA 22203. Public parking at the facility is available
for $9 a day. The NRECA Building is just one block from the Ballston
Metro Station in the orange line. Please note: the parking garage
and a side entrance to the building is on Taylor Street.
Map
and directions to the conference location
Ballston
Metro stop information
Airport
and walking directions from metro to hotels below
Click
here for a detailed map and business directory of the Ballston
area of Arlington, please note the workshop is in building #211 on
the map.
Nearby hotels include:
On-Site Training
Have a Large Staff to Train? Can't Make These
Dates? Tight Travel Budget?
Government*Horizons can provide
training, wherever and whenever you need, including on-site at your
facility. Our staff will cost-effectively implement training customized
to your needs. If you have group of attendees (usually 15 or more),
we can bring this course to you and help save you time, travel costs,
and more!
To request a proposal and schedule training, e-mail Laura
Johnson, President, at ljohnson@governmenthorizons.org or call
(703) 807-2747.
Marketing,
Conference Management and Production by:
Government*Horizons
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203
©2007
Government*Horizons |
