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COR/COTR Training

TR-01 Contracting for COR/COTRs (5-days)

TR-02 Contract Management for COR/COTRs (3-days)

TR-03 Performance Based Work Statements (3-days)

TR-04 Task Manager Training (2-days)

TR-05 Federal Contracting Basics (3-days)

TR-06 COR/COTR Refresher Training (1-day)

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Title: Contracting for COR/COTRs (5-days)

Course #: TR-01 • AGENCY SPECIAL ONLY

Tuition: List $16,500; GSA Price $9,933.

Special Discounts: $8,271/class (>14 classes or >$100,000 on a single order); $7,439/class (>29 classes or > $250,000 on a single order)

Tailoring: This course can be adapted to include agency requirements, procedures, and acquisition policy. It may be adjusted to stress agency contracting concerns, COR/COTR duties as well as reflect specific examples of agency forms/documents.

Certification: This course provides 40 continuous learning points (CLP) for COR/COTR certification or recertification in accordance with FAC-COTR. It may be used by agencies as optional training for 1102 series personnel.

Description: This course looks to improving agency acquisitions and contractor performance by enhancing COR/COTR knowledge and practical application of contracting principles. It covers:

• Acquisition process, legal requirements, and COR/COTR duties
• Developing a procurement request package including a work statement, cost estimate, and source selection criteria
• Requirements for full and open competition, Required Sources, and Small Business/8(a) set-asides
• Communication with prospective offerors and confidentiality requirements
• Evaluating offers, best value analysis, and source selection
• Techniques for monitoring quality and schedule requirements
• Remedies for nonconforming or delinquent performance
• Modifying the contract and avoiding unauthorized changes
• Payment reviews, price deductions, and contract close-out
• Procurement ethics

Audience: Agency personnel responsible for the programmatic aspects of contracting including program managers, COR/COTRs, and support technical personnel.

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Title: Contract Management for COR/COTRs (3-days)

Course #: TR-02 • Agency Special

Tuition: List $13,000; GSA Price $7,825.

Special Discounts: $6,515/class (>14 classes or >$100,000 on a single order); $5,861/class (>29 classes or > $250,000 on a single order)

Certification: This course provides 24 continuous learning points (CLP) for COR/COTR certification or recertification in accordance with FAC-COTR. It may be used by agencies as optional training for 1102 series personnel.

Description: This course looks to improve contract performance through effective technical management. It covers:

• Introduction to contract management including basic principles, management team, COR/COTR duties and authority, and proactive steps
• Quality assurance through inspection including the QA Plan, contract requirements, and contract remedies
• Technical direction of the contractor's performance including issuing work authorizations, reviewing and approving technical submittals, and clarifying technical requirements
• Progress monitoring including basic monitoring techniques, excusable delays, time impact assessments, and performance incentives
• Modifications including the modification process, unilateral and bilateral changes, delivery/task orders, acceleration and stoppage orders, and constructive changes
• Payments under fixed-price and cost-reimbursement contracts
• Requests for equitable adjustment
• Contractor performance evaluations and contract close-out
• Procurement ethics

Audience: Agency personnel responsible for technical management of the contract including COR/COTRs, project/program managers, and technical support personnel.

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Title: Performance-based Work Statements (PBWSs) (3-days)

Course #: TR-03 • AGENCY SPECIAL ONLY

Tuition: List $13,000; GSA Price $7,825.

Special Discounts: $6,515/class (>14 classes or >$100,000 on a single order); $5,861/class (>29 classes or > $250,000 on a single order)

Tailoring: This course can be adapted to agency specific acquisitions of items/services including work statements and exercises tailored to the target audience.

Certification: This course adheres to OFPP guidelines on developing performance-based work statements. It may be used to meet agency certification requirements for personnel who prepare and/or approve contract work statements and quality assurance plans.

Description: A PBWS is the most important document in the acquisition process. It describes the services/items to be bought and is the baseline for (i) preparing and evaluating bids and proposals and (ii) monitoring day-to-day contractor performance. This course stresses legal do's and don'ts as well as procedures/steps for developing clear, complete, and concise PBWSs. Upon completing this course, attendees will be able to:

• Identify their role, responsibilities, and teaming arrangements in developing PBWSs
• Identify essential PBWS elements and their interrelationship
• Apply step-by-step procedures to capture PBWS elements including POWER Approach, Job Analysis, and Work Breakdown
• Perform Activity Analysis to capture necessary work scheduling, procedures, and performance times
• Screen out unnecessary detailed design restrictions
• Specify deliverables including hardware, software, and data items
• Create outcome-based acceptance criteria linked to monetary and non-monetary performance incentives
• Prepare a quality assurance plan
• Format PBWS information for different types of acquisitions
• Avoid and eliminate common writing errors

Audience: Agency personnel responsible for the preparing and reviewing PBWSs.

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Title: Task Manager Training (2-days)

Course #: TR-04 • AGENCY SPECIAL ONLY

Tuition: List $11,000; GSA Price $6,621.

Special Discounts: $5,513/class (>14 classes or >$100,000 on a single order); $4,959/class (>29 classes or > $250,000 on a single order)

Tailoring: This course can be adapted to include agency requirements, procedures, and acquisition policy. It may be adjusted to stress agency contracting concerns, task manager duties as well as reflect specific examples of agency forms/documents.

Certification: This course meets 24 hour certification requirements for COR/COTRs assigned to task order contracts. It includes 4 hours of procurement ethics training.

Description: This course looks to improving the placement and administration of task orders under single and multiple award arrangements through the training of agency customer personnel responsible for generating work requirements and monitoring the contractor's performance.

• Indefinite delivery, indefinite quantity task order environment
• Developing a task order request package including a work statement and cost estimate
• Selecting a contractor under multiple award arrangements
• Preparing for task order administration including forming a teaming arrangement and task manager do's and don'ts
• Evaluating contractor performance through inspections, submittal reviews, and task meetings
• Remedies for nonconforming or delinquent performance
• Modifying the task order and avoiding unauthorized changes
• Payment reviews, price deductions and withholdings
• Procurement ethics

Audience: Agency personnel responsible for technical input and review of task order contracts including sub-COR/COTRs, task managers/monitors, inspectors, and technical points of contact.

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Title: Federal Contracting Basics (3-days)

Course #: TR-05 • AGENCY SPECIAL ONLY

Tuition: List $13,000; GSA Price $7,825.

Special Discounts: $6,515/class (>14 classes or >$100,000 on a single order); $5,861/class (>29 classes or > $250,000 on a single order)

Tailoring: This course can be adapted to include agency requirements, procedures, and acquisition policy. It may be adjusted to stress agency acquisition concerns, technical input, source selection procedures as well as reflect specific examples of agency forms/documents (for example, Acquisition Plans, clearances and approvals, and Request for Proposal)

Certification: This course meets re-certification requirements for COR/COTRs and sub-COR/COTRs. It may be used by agencies as optional training for 1102 series personnel.

Description: This course looks to improving preparation of contract documents and agency source selections through enhancing the reviews and inputs of technical personnel in the preaward acquisition process. It covers

• Acquisition process, applicable public policies, and technical input
• Acquisition planning, forming a partnership with the contracting officer, developing a plan of action, and avoiding problems
• Developing a procurement request package including a work statement, cost estimate, source selection criteria, and technical proposal instructions
• Requirements for full and open competition, Required Sources, and Small Business/8(a) set-asides
• Communicating with prospective offerors and confidentiality requirements
• Preparing a technical evaluation plan, scoring systems, evaluating proposals, and documenting the evaluation
• Technical analysis of cost proposals
• Assisting in competitive range determinations and negotiations
• Conducting and documenting best value analysis
• Making a source selection recommendation and assisting in debriefings

Audience: Agency personnel responsible for preparing a procurement request package, evaluating technical proposals, and providing technical input to the source selection process.

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Title: COR/COTR Refresher Training (1-day)

Course #: TR-06 • AGENCY SPECIAL ONLY

Tuition: List $8,250; GSA Price $4,966.

Special Discounts: $4,135/class (>14 classes or >$100,000 on a single order); $3,720/class (>29 classes or > $250,000 on a single order)

Tailoring: This course can be adapted to agency specific concerns and issues.

Self-Study: COR/COTR Refresher Training may be taken on a correspondence or online basis. (See our self-study page.) The self-study program must be completed within 45 days of receipt of the materials. Tuition is $330.

Certification: This course meets 8 hour re-certification requirements for COR/COTRs.

Description: The primary purpose of this training is to provide an update on acquisition changes affecting COR/COTRs that resulted from enactment of recent laws and implementing regulation . Specifically, this course addresses the following topics:

• Overview of the acquisition process and recent changes.
• Acquisition planning and partnerships.
• Market research and acquisition of commercial items.
• Performance-based contracting.
• Evaluating contractors past performance.
• Procurement ethics.

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