Government Best Practices Training
Course™
Critical Roles and
Responsibilities of the Contracting Officer's
Representative/Contracting Officer’s Technical
Representative
A Three-Day Workshop
September 19-21, 2006
Market*Access Training
Center
4301 Wilson Boulevard, Suite 1003 (10th Floor)
Arlington, VA 22203
Bundle with the Critical Roles and
Responsibilities of the
Acquisition Security Workshop Understanding & Managing
Your Procurement Risk
(September 22) and save $100!
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
Market*Access "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
-
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
Early Registants Include:
-
AFCCC, Chief of Computer System Division
-
AFCCC Chief of Computers Operations Branch
-
Defense Security COOP Agency, Congressional Liaison
Specialist
-
Department of Health & Human Services, Management Analyst
-
Federal Aviation Administration, Computer Specialist
-
Federal Aviation Administration, Mathematician
-
Federal Energy Regulatory Commission, Security & Safety
Specialist
-
NASA, Assistant Technical Management
-
NASA Kennedy Space Cente,r Management & Program Analyst
-
NASA Kennedy Space Center, Program/Management Analyst
-
National Oceanic & Atmospheric Administration, Branch
Chief
-
Office of Personnel Management
-
U.S. Department of Labor, International Relations Analyst
-
U.S. Department of Labor
-
U.S. Department of Transportation, Marketing Specialist
-
WHS/DFD/Federal Facilities Division, Planner/Estimator
-
WHS/DFD/Federal Facilities Division, Planner/Estimator
-
WHS/DFD/Federal Facilities Division, Facilities Space
Manager
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 contact
Pamela Greenstein at (703) 807-2758
-
For general information about this workshop, please
contact Abbie
Hickman, (703) 807-2753
Registration Fee
Bundle with the Critical Roles and
Responsibilities of the
Acquisition Security Workshop Understanding & Managing Your
Procurement Risk (September
22) and save $100!
Both Acquisition Security (Sept. 22) and COR/COTR (Sept.
19-21) Workshops
• Industry: $1590 per person
• Small Business: $1490 per person
• Government: $1340 per person
COR/COTR Workshop Only (Sept. 19-21)
• Industry: $1295 per person
• Small Business: $1195 per person
• Government: $1095 per person
Acquisition Security Workshop Only (Sept. 22)
• Industry: $395 per person
• Small Business: $395 per person
• Government: $345 per person
Registration Options
[1] Online
with your credit card using our
online booking form
[2] Fax our
downloadable registration form (requires
Acrobat Reader) to (703) 807-2728
[3] Phone Pamela Greenstein at (703) 807-2758
[4] E-mail
Pamela Greenstein
[5] Mail our
downloadable registration form to:
Homeland Defense Journal
4301 Wilson Blvd. #1003, Arlington, VA 22203
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 conference. 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 Market*Access event.
You risk nothing!
Market*Access
has the right to refuse registration to any attendee at any
time.
Location and Hotel Information
The workshop will be held in the Market*Access 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?
Market*Access
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,
VP of Conferences & Strategic Planning, at ljohnson@marketaccess.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:
Market*Access International, Inc.
4301 Wilson Boulevard
Suite 1003
Arlington, VA 22203
(703) 807-2755
©2006 Market*Access International
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