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Contracting Basics for COTRs


October 28 - 30, 2008
8:30 AM - 4:30 PM
Instructor: Dale De RoiaOverland Park, KS$745
November 12 - 14, 2008
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$745

December 1 - 3, 2008
8:30 AM - 4:30 PM
Instructor: Lawrence LebowWashington, DC$745

January 5 - 7, 2009
8:30 AM - 4:30 PM
Instructor: Steven Van ReesWashington, DC$745

January 21 - 23, 2009
8:30 AM - 4:30 PM
Instructor: Eleanor NormentWashington, DC$745

February 3 - 5, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaJacksonville, FL$745

February 10 - 12, 2009
8:30 AM - 4:30 PM
Instructor: David WeeksLas Vegas, NV$745

February 23 - 25, 2009
8:30 AM - 4:30 PM
Instructor: Lawrence LebowWashington, DC$745

March 17 - 19, 2009
8:30 AM - 4:30 PM
Instructor: Oliver ColemanPhiladelphia, PA$745

March 23 - 25, 2009
8:30 AM - 4:30 PM
Instructor: Steven Van ReesWashington, DC$745

April 14 - 16, 2009
8:30 AM - 4:30 PM
Instructor: Lawrence LebowWashington, DC$745

April 14 - 16, 2009
8:30 AM - 4:30 PM
Instructor: Eleanor NormentVirginia Beach, VA$745

April 27 - 29, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaAtlanta, GA$745

May 4 - 6, 2009
8:30 AM - 4:30 PM
Instructor: Vivian BetheaWashington, DC$745

May 19 - 21, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaDallas, TX$745

May 27 - 29, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$745

June 2 - 4, 2009
8:30 AM - 4:30 PM
Instructor: Oliver ColemanWashington, DC$745

June 3 - 5, 2009
8:30 AM - 4:30 PM
Instructor: Edward McCabeColumbus, OH$745

June 16 - 18, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaWashington, DC$745

July 7 - 9, 2009
8:30 AM - 4:30 PM
Instructor: Joseph BreaultBoston, MA$745

July 13 - 15, 2009
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$745

July 21 - 23, 2009
8:30 AM - 4:30 PM
Instructor: Joseph BreaultChicago, IL$745

July 29 - 31, 2009
8:30 AM - 4:30 PM
Instructor: Melanie DooleyWashington, DC$745

August 10 - 12, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaVirginia Beach, VA$745

August 18 - 20, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaWashington, DC$745

September 1 - 3, 2009
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$745

September 2 - 4, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaBaltimore, MD$745

September 8 - 10, 2009
8:30 AM - 4:30 PM
Instructor: David WeeksSan Francisco, CA$745

September 8 - 10, 2009
8:30 AM - 4:30 PM
Instructor: Kathleen McCartneyWashington, DC$745

September 22 - 24, 2009
8:30 AM - 4:30 PM
Instructor: Dale De RoiaWestminster, CO$745

Overview:
Federal managers have become increasingly aware of the importance of proper contract administration in ensuring the maximum return on their contract dollars. The contracting officer technical representative (COTR) or contracting officer representative (COR) plays a critical role in affecting the outcome of the contract administration process. 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 primarily involved in post-award duties.

This course is also part of the Certificate of Accomplishment in Personal Property Management.

Who Should Attend?
Anyone who handles government acquisitions, especially COTRs, CORs, project officers, task managers and auditors. Personnel involved with complex contracts and contracts valued at $1 million or more may want to take Comprehensive COTR Workshop (ACQI7523D).
Objectives:
  • Understand the essential elements of government contracts
  • Perform the steps required in the administration of a contract
  • Describe the role of a COTR, the limits and extent of COTR responsibility and the relationship between the COTR and the contracting officer
  • Assist the contracting officer in resolving disputes between the government and the contractor
  • Syllabus:
    Syllabus -- Contracting Basics for COTRs, ACQI7003D, Grad. School, USDA

    Day one of three

    • Course Welcome, Over view and Introductions
    • Acquisition Overview
      • Laws and Regulations
      • Acquisition Process The Contracting Line of Authority
      • The Role of COTR and Acquisition Personnel
      • Elements of a Contract
      • Pre-Solicitation Phase Overview (8-step process)
    • Statements of Work
      • Statements of Work Overview
      • Writing Work Breakdown Structures
      • Types of Contracts
    • Post Award Phase
      • Post Award Phase Overview
      • COTR Work Plan
      • Post Award Orientation
      • Contract Monitoring
      • Inspection and Acceptance

    Day two of three

    • Post Award Phase (continued)
      • Inspection and Acceptance (continued)
      • Methods of Payment
      • Processing Contractor Invoices
    • Contract Modifications
      • Types of Modifications
    • Contract Remedies
      • Types of Contracts

    Day three of three

    • Contract Remedies (continued)
      • Contract Disputes
    • Contract Closeouts
      • Closeout Procedures (step-by-step)
    • Procurement Integrity and Standards of Ethical Conduct
      • Procurement Integrity and Standards of Conduct
      • Conflicts of Interest and Gratuities
    • Course Summary and Closing


    Course Details
    CODE:  ACQI7503D
    TYPE:  Classroom-Day
    LENGTH:  3 Day(s)
    CREDITS:  24 CPE
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