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(COTR) U.S. Department of the Navy (DON) - Alameda Naval Aviation Depot Contracting Officer’s Technical Representative Roles and Responsibilities

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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/albertorocha1

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Page 1: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

(COTR)U.S. Department of the Navy (DON) - Alameda Naval Aviation Depot

Contracting Officer’s Technical Representative

Roles and Responsibilities

Page 2: U.S. Department of the Navy - 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

Page 3: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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

Page 4: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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

Page 5: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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.

Page 6: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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.

Page 7: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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.

Page 8: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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.

Page 9: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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

Page 10: U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities

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