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Comprehensive COTR Workshop


October 20 - 24, 2008
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995
October 20 - 24, 2008
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$995
November 3 - 7, 2008
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$995

December 1 - 5, 2008
8:30 AM - 4:30 PM
Instructor: Eleanor NormentJacksonville, FL$995

December 1 - 5, 2008
8:30 AM - 4:30 PM
Instructor: R. Kerry BowlesSan Diego, CA$995

December 8 - 12, 2008
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995

January 26 - 30, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995

February 23 - 27, 2009
8:30 AM - 4:30 PM
Instructor: David FirthSan Antonio, TX$995

March 23 - 27, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995

March 30 - April 3, 2009
8:30 AM - 4:30 PM
Instructor: Joseph BreaultChicago, IL$995

April 6 - 10, 2009
8:30 AM - 4:30 PM
Instructor: David FirthLas Vegas, NV$995

April 20 - 24, 2009
8:30 AM - 4:30 PM
Instructor: Lawrence LebowWashington, DC$995

May 4 - 8, 2009
8:30 AM - 4:30 PM
Instructor: Joseph BreaultPhiladelphia, PA$995

May 18 - 22, 2009
8:30 AM - 4:30 PM
Instructor: Lawrence LebowWashington, DC$995

June 1 - 5, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaVirginia Beach, VA$995

June 1 - 5, 2009
8:30 AM - 4:30 PM
Instructor: R. Kerry BowlesSan Francisco, CA$995

June 8 - 12, 2009
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$995

July 6 - 10, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995

August 10 - 14, 2009
8:30 AM - 4:30 PM
Instructor: Eleanor NormentAtlanta, GA$995

August 24 - 28, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$995

September 14 - 18, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaOklahoma City, OK$995

September 21 - 25, 2009
8:30 AM - 4:30 PM
Instructor: R. Kerry BowlesLas Vegas, NV$995

Overview:
Master the position of Contracting Officer Technical Representative (COTR) or Contracting Officer Representative (COR) from requirements determination through contract closeout. This course covers all technical and professional business competencies required by the Federal Acquisition Certification for Contracting Officer Technical Representatives (FAC-COTR) and is recommended for COTRs and CORs who will be assigned to contracts of medium to high complexity.

This course is also part of the Certificate of Accomplishment in Acquisition, the Certificate of Accomplishment in Project Management and the Certificate of Accomplishment in Personal Property Management.

Who Should Attend?
Individuals who are or will be designated as Contracting Officer Technical Representatives (COTRs) and those persons who desire a greater understanding of the entire acquisition process involving more complex or larger dollar-value acquisitions. COTRs assigned to contracts of relatively low complexity may want to take a three-day course: Contracting Basics for COTRs (ACQI7503D).

Objectives:
  • Prepare a purchase-request work package
  • Develop statements of work
  • Prepare a COTR work plan
  • Monitor contractor performance to ensure that the government obtains the benefit of the contract
  • Recommend changes and provide technical support for contract modifications
  • Assist the contracting officer in analyzing contract claims
  • Recommend remedies for inadequate contractor performance
  • Analyze contractor requests for payment
  • Document contractor performance
  • Perform contract closeout
  • Syllabus:
    Comprehensive COTR Workshop, ACQI7303D, Syllabus, Graduate School, USDA

    Day one of five
    • Welcome and introductions
    • Overview of course agenda and goals
    • Administrative issues
    • Acquisition laws
    • Roles and responsibilities
    • Teaming with contractors and others
    • Key acquisition terms
    • Acquisition planning
    • Defining the need
    • Required sources of supply
    • Purchase requests
    • Funds certification
    • Competition
    • Government furnished property
    • Conduct market research
    Day two of five
    • Specifications and SOWs
    • Work breakdown structure
    • Independent government cost estimate
    Day three of five
    • Evaluation factors
    • Service Contract Act
    • Freedom of Information Act
    • Synopsis of proposed procurement actions
    • Sealed bidding
    • Negotiation
    • Evaluation and source selection
    • Selection and award, and post award notifications
    • COR work plan
    • Post-award orientation
    Day four of five
    • Prepare COR work plan
    • Post-award orientation conferences
    • Monitoring contractor performance
    • Debrief inspections
    • Types of modifications
    • Constructive changes
    • Unauthorized commitments
    • Options
    Day five of five
    • Informal request for correction
    • Acceptance with consideration
    • Warranty
    • Cure or show cause notice
    • Termination for convenience
    • Termination for default
    • Types of payments
    • Contract Disputes Act
    • Contract disputes process
    • Contract claims
    • Contract closeout procedures
    • Documentation of Past Performance
    • Contract completion statements
    • Procurement Integrity Act
    • Standards of conduct
    • Conflicts of interest
    • Course Evaluation
    • Summary of Course


    Course Details
    CODE:  ACQI7523D
    TYPE:  Classroom-Day
    LENGTH:  5 Day(s)
    CREDITS:  40 CPE
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