U.S. Department of the Navy - Contracting Officer's Technical Representative Roles and Responsibilities for Alberto Rocha www.linkedin.com/in/albertorocha1

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

2. TABLES OF CONTENTS
SUMMARY
Job Description
SCOPE OF RESPONSIBILITIES
Five Sections
CONTRACT MANAGEMENT AND CONTROL
Roles and Responsibility
THANKS
Conclusion
Contracting Officer’s Technical Representative (COTR)
U.S. Department of the Navy (DON) –
Alameda Naval Aviation Depot
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3. SUMMARY
Contracting 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

4. Performing contract administrationfunctions 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 removalof 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 OF
RESPONSIBILITIES

5. 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 RESPONSIBILITIES
Contracting 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.

6. 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 RESPONSIBILITIES
Contracting 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.

7. 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 RESPONSIBILITIES
Contracting 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.

8. ROLES AND RESPONSIBILITIES
Contracting 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.

9. ROLES AND RESPONSIBILITIES
Contracting 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

10. THANKS FOR VIEWING
http://www.linkedin.com/in/albertorocha1