Contracting Officer’s (Technical) Representative (COR/COTR) Training (Initial)

Course ID: 448                         Course Length: 3 or 5 day(s)

Overview:

This 40-hour course is designed for initial training of Contracting Officer's Representatives (CORs), Contracting Officer's Technical Representatives (COTRs), Technical Officers (TOs), and Project Officers (POs). This course prepares new COR/COTR’s to assist the contracting officer in the administration of contractor performance. On some contracts, particularly contracts against which we also issue Delivery/Task Orders, a COR is appointed. Not all contracts require a COR. For lower levels of surveillance, typically involving only certifying invoices and providing access, a Technical Point of Contact or Surveillance Officer is required. The COR is a Government employee at the work location who provides limited technical direction to contractor employees. The COR is not a Contracting Officer but must have training in some basic contracting principles.

Objectives:
At the end of the workshop participants should be able to:

• Identify key elements and features of a contract
• Understand various types of government contracts
• Understand the role of the COR/COTR
• Understand advisory and monitoring responsibilities
• Assist the contracting officer in resolving disputes
• Understand the relationship between the contract
  and the statement of work (SOW) or Performance
  Work Statement
• Develop a work breakdown structure (WBS), Schedule,
  and Budget
• Conduct market research and Independent Government
  Cost Estimates
• Understand possible conflicts of interest

Topics:

• Draft requirements, SOW/Statement of
  Objectives (SOO)/Performance Work Statement
  (PWS) and a quality Assurance Surveillance Plan
• Develop a Work Breakdown Structure
• Identify Task durations and develop schedules
• Develop acceptable quality levels
• Develop a budget
• Conduct independent Government Cost Estimates
• Conduct Market Research
• Assist in evaluating technical proposals
• Determine the degree of contractor risk
• Determine the reasonableness of hours and rates
  and necessity of task orders
• Support orientation
• Recommend Contract changes
• Review technical qualifications of proposed key personnel
• Act as the primary liaison for the contractor with Government
• Provide technical direction
• Recommend corrective actions
• Provide SOW clarifications
• Manage tasking
• Oversee Government Furnished Equipment (GFE)
• Review contractor progress reports
• Monitor cost vs. progress
• Plan and administer service contracts
• Handle unsolicited proposals
• Performance Based Services Acquisition
• Prepare contractor performance reports
• Review acceptability of deliverables
• Assist the contracting officer in closing contracts

Course Schedule:

Module 1   - The Acquisition Process
Module 2   - Ethics In Government Contracting
Module 3   - Acquisition Planning
Module 4   - Initiating the Requirement
Module 5   - Contracting Methods
Module 6   - Contract Types
Module 7   - Competition
Module 8   - Source Selection Strategies
Module 9   - Specialized Acquisitions/Procedures
Module 10 - Socioeconomic Programs
Module 11 - Preparing the Solicitation and Publicizing
Module 12 - Evaluation and Award
Module 13 - Notifications and Post-Award Actions
Module 14 - Contract Administration
Module 15 - Inspection and Acceptance
Module 16 - Disputes and Appeals
Module 17 - Contract Closeout

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