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Critical Roles and Responsibilities of the Contracting Officer's
Representative/Contracting Officer’s Technical Representative
A Three-Day
Workshop
September 19-21, 2006
Government*Horizons Training Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203
NOTE: On-line registrations for this course
are now closed. Space is available for walk in registrants. To register
the day of the training, please bring your payment and the
attached 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
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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:
- BOR, GIS Coordinator
- Corpus Christi Army Depot, Business Development Specialist
- Department of Commerce, Management 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 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
- Inter-American Foundation, Auditor
- NIAID, Budget & Policy Analyst
- Office of Federal Contract Compliance Programs, Administrative Officer
- Office of Federal Contract Compliance Programs, Program Analyst
- U.S. EPA, Program Analyst
- US Army OACSIM, Program Analyst
- US Army OACSIM, Program Integration Specialist
- USCG Headquarters, Chief Warrant Officer
- USDA, Supervisory Information Tech Specialist
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
- For general information about this workshop, please contact
Abbie Hickman,
(703) 807-2753
Registration Fee
• Industry: $1295 per person
• Small Business: $1195 per person
• Government: $1095 per person
Registration Options
NOTE: On-line registrations for this course
are now closed. Space is available for walk in registrants. To register
the day of the training, please bring your payment and the
attached registration form
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
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.
2007 Event Schedule
Start planning now for your 2007 training needs! To download a pdf of our
planned training conferences and workshops for 2007, please
click here.
Marketing, Conference Management and Production by:
Government*Horizons
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203
©2006
Government*Horizons |
