u.s. department of the navy - contracting officer's technical representative roles and...
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U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities for Alberto Rocha www.linkedin.com/in/albertorocha1TRANSCRIPT
(COTR)U.S. Department of the Navy (DON) - Alameda Naval Aviation Depot
Contracting Officer’s Technical Representative
Roles and Responsibilities
TABLES OF CONTENTS
SUMMARYJob Description
SCOPE OF RESPONSIBILITIESFive Sections
CONTRACT MANAGEMENT AND CONTROL
Roles and Responsibility
THANKSConclusion
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
01020304
SUMMARYContracting Officer’s Technical Representative
As the Contracting Officer’s Technical Representative (CORT) - Responsible for pre-award and post-award functions, including negotiation, price/cost analysis, and administrative oversight for services, materials, and equipment typically associated with military construction projects; involving specialized equipment, professional or technical services, and/or specialized construction; reviewing and analyzing requests for the procurement of complex equipment, utilities, services, and/or construction, sole source and other required clearances, and preparing documentation; preparing solicitation documents, incorporating specific provisions; analyzing proposals for conformance with the solicitation; conducting extensive negotiations before and/or after contract award; negotiating with potential contractors; administering complex contracts, including monitoring contractor's performance.
Alberto Rocha
Contracting Officer’s Technical Representative (COTR) CORTU.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Performing contract administration functions for contracts typically extending over several years covering equipment, services, supplies, or other complex programs and contractor provided oversight services;
Performing acquisition technical support, assistance, guidance, and policy interpretation involving annual, multiyear, and multi-functional contract management issues;
Working with contracts of various types, study problems and propose solutions on complex matters such as:
• establishment of billing rates and forward pricing rates as well as payment of cost vouchers and progress payments;
• selection of subcontracting sources and issuance and definitization of contract change notices;
• contract closure, issuance of consent to subcontract and obligations and removal of funds, allowability of costs;
• Cost Accounting Standard (CAS) Changes and Noncompliance as well as negotiation of CAS cost impact statements;
• contractor overtime, facility leases, government furnished property and pricing and financial analysis;
• contract disputes as well as issuance and definitization of un-priced contractual actions;
• accounting, estimating, compensation, purchasing, and insurance and pension system deficiencies.
SCOPE OFRESPONSIBILITIES
Identifying potential contract cost overruns, and the need for future funding requirements; and advise the Contracting Officer (CO) of the
need to initiate appropriate remedial action to avoid or minimize contractor delays.
ROLES AND RESPONSIBILITIESContracting Officer’s Technical Representative Planning for and assisting the CO
and/or Regional staff in conducting post award conferences to ensure
compliance with, and full understanding of, contractual requirements and to preclude
unauthorized changes or alterations in contract provisions.
Providing sound and well thought out contract advice
and recommendations to regional personnel on a
number of contract issues.
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Ensuring contractor’s compliance with CAS and other applicable laws
and regulations which entails analysis and negotiation of noncompliance's with CAS
requirements, or of accounting system changes and if no
equitable agreement can be reached, advises the CO and
prepares unilateral determinations (for CO signature) which, if
appealed by the contractor are fully supported, justified, and defended before any tribunal.
Evaluating the adequacy of contractor’s business management systems in terms of Government contracting requirements (may include insurance, estimating methods, pensions, employee
compensation plans, purchasing and subcontracting procedures,
and accounting methods, procedures, and practices).
ROLES AND RESPONSIBILITIESContracting Officer’s Technical Representative
Analyzing and negotiating contractor overhead rates after developing the
Government position on the reasonableness, allowability, and
allowability of incurred costs.
Reviewing and determining the allowability of costs claimed
under cost contracts, including the evaluation of subcontractor
claims.
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Providing sound, well thought-out acquisition recommendations to
the Contracting Officer with regard to significant, often
unprecedented, contract management operational matters.
Preparing (for CO review and signature) official contract
documents that incorporate “approved” contract
modifications/requirements or settles issues that may develop after contract placement, e.g., equitable adjustments in price and/or delivery schedule for
unilaterally directed changes in the work, for damages suffered by the Contractor due to late delivery or
defective condition of Government property, for increases or decreases in taxes included within the contract
price, or similar conditions.
ROLES AND RESPONSIBILITIESContracting Officer’s Technical Representative
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Reviewing the placement of subcontracts after considering elements such as the technical
capability of prospective subcontracts, reasonableness of proposed costs, and profit or fee,
type of contract, degree of competition, need for small and
disadvantaged business involvement, disadvantaged
business enterprises (DBEs), and compliance with applicable laws
and contractual provisions.
Developing and maintaining systems/processes necessary to evaluate and monitor contractual performance related to such areas
as delivery, cost, amount of progress or advanced payments, incremental funding, and option
exercises.
ROLES AND RESPONSIBILITIESContracting Officer’s Technical Representative
Providing input to the Contracting Officer on the proper resolution and disposition of DCAA (and/or other cognizant auditor) audit reports.
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Consulting and coordinating with Agency specialists (such as the
contracting officer, contract specialists, contracting officer
technical representative (COTR), task order managers (TOM), engineers, realty specialists,
quality assurance representatives, program offices, technical subject matter experts, general counsel, etc. and contractor personnel in
order to obtain background information and develop sound conclusions and approaches.
ROLES AND RESPONSIBILITIESContracting Officer’s Technical Representative
Contracting Officer’s Technical Representative (COTR) U.S. Department of the Navy (DON) – Alameda Naval Aviation Depot
Reviewing all Contractor submitted invoices (ARRA and Non-ARRA) for accuracy to:
1. Ensuring that the Contractor has included adequate supporting documentation for all cost/prices claimed in the performance of the specified contract.
2. Ensuring that Recovery Act funds have not been comingled by the Contractor with other agency funds, and verify that invoices clearly segregate and separately invoice for each project/task number/CLIN in accordance with FTA billing instructions
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