Contracting Officer's Technical Representative
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A Contracting Officer's Technical Representative (COTR) is a
business communication Business communication is communication that is intended to help a business achieve a fundamental goal, through information sharing between employees as well as people outside the company. It includes the process of creating, sharing, listening, ...
s liaison between the
United States The United States of America (U.S.A. or USA), commonly known as the United States (U.S. or US) or America, is a country primarily located in North America. It consists of 50 states, a federal district, five major unincorporated territorie ...
government A government is the system or group of people governing an organized community, generally a state. In the case of its broad associative definition, government normally consists of legislature, executive, and judiciary. Government is a ...
and a
private contractor Employment is a relationship between two parties regulating the provision of paid labour services. Usually based on a contract, one party, the employer, which might be a corporation, a not-for-profit organization, a co-operative, or any othe ...
. The COTR is normally a federal or state employee who is responsible for recommending actions and expenditures for both standard delivery orders and task orders, and those that fall outside of the normal business practices of its supporting contractors and sub-contractors. Most COTRs have experience in the technical area (e.g., electronics, chemistry, public health, etc.) that is critical to the success of translating government requirements into technical requirements that can be included in government acquisition documents for potential contractor to bid and execute that work. A COTR must be designated by a
Contracting Officer A Contracting Officer ( KO or CO ) is a person who can bind the Federal Government of the United States to a contract which is greater in value than the federal micro-purchase threshold ($10,000). This is limited to the scope of authority delegated ...
(CO). The CO has the actual authority to enter into, administer, and/or terminate contracts and make related determinations and findings. Other terms for COTR include Contracting Officer's Representative (COR) and Project Officer (PO). The terminology may be agency specific.


Responsibilities

The Contracting Officer's Technical Representative is responsible for monitoring the contractor's progress in fulfilling the technical requirements specified in the contract. Should the contractor fail to fulfill the contractual requirements, the COTR must inform the CO of such failure. The COTR maintains administration records, approves invoices and performs quarterly monitoring reports to confirm the contractor is meeting the terms and conditions under the contract.{{cite web , url=https://www.acq.osd.mil/dpap/cpic/cp/docs/USA001390-12_DoD_COR_Handbook_Signed.pdf , title= DoD COR Handbook , accessdate= 15 August 2019 There are limits to the authority delegated to the COTR from the CO. The COTR is not authorized to make any commitments or obligations on behalf of the
government A government is the system or group of people governing an organized community, generally a state. In the case of its broad associative definition, government normally consists of legislature, executive, and judiciary. Government is a ...
, the CO is the only authorized authority that can commit or obligate on behalf of the government. The COTR may not grant the contractor permission to deviate from the requirements stated in the contract, nor direct the contractor to perform any work outside that stated in the contract, these actions can only be done by the CO.


Training requirements

On November 26, 2007 the
Office of Management and Budget The Office of Management and Budget (OMB) is the largest office within the Executive Office of the President of the United States (EOP). OMB's most prominent function is to produce the president's budget, but it also examines agency programs, pol ...
, issued a memorandum which established a standardized training program for Contracting Officer's Technical Representatives. The program was developed by the Federal Acquisition Institute in coordination with all executive agencies. The program applies to all Technical Representatives except those subject to
Defense Acquisition Workforce Improvement Act Background In 1985, the DoD called for an extensive review of the education and training functions. At the same time, President Reagan established the Packard Commission to review the management of the DoD. Both studies indicated that acquisitio ...
. All Technical Representatives appointed after November 26, 2007 must be certified no later than six months from their date of appointment. Technical Representatives who received their appointment before November 26, 2007 must ensure that training is obtained, and they are recertified no later than 12 months from the effective date of the memorandum The COTR must have a minimum of 40 hours of training, including 22 hours of training in essential COTR competencies. The COTR competencies include
project management Project management is the process of leading the work of a team to achieve all project goals within the given constraints. This information is usually described in project documentation, created at the beginning of the development process. Th ...
, decision making, market research, problem solving and negotiations. The remaining 18 hours of training should include courses relating to the specific needs of the agency and program office. Once the COTR receives their certification they are required to earn 40 continuous learning points every two years thereafter.


See also

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Federal Acquisition Regulation The Federal Acquisition Regulation (FAR) is the principal set of rules regarding Government procurement in the United States,. and is codified at Chapter 1 of Title 48 of the Code of Federal Regulations, . It covers many of the contracts issued by ...
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Resource Allocation In economics, resource allocation is the assignment of available resources to various uses. In the context of an entire economy, resources can be allocated by various means, such as markets, or planning. In project management, resource allocation ...
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Schedule (project management) In project management, a schedule is a listing of a project's milestones, activities, and deliverables. Usually dependencies and resources are defined for each task, then start and finish dates are estimated from the resource allocation, budge ...


References


External links


Federal Acquisition Institute

DoD COR Guidebook

DODI 5700.72
DOD Standard for COR certification
DAU COR222 Student Guide Book
Federal government of the United States Occupations