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COR Tool Kit DOE COR Program. Tom McAllister Office of Procurement and Assistance Management. COR-Integral Member of the Federal Acquisition Work Force. OFPP Memo-- Revisions to the Federal Acquisition Certification for Contracting Officer’s Representatives (FAC-COR) dated September 2011 - PowerPoint PPT Presentation

Text of COR Tool Kit DOE COR Program

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COR Tool KitDOE COR ProgramTom McAllisterOffice of Procurement and Assistance Management COR-Integral Member of the Federal Acquisition Work Force OFPP Memo--Revisions to the Federal Acquisition Certification for Contracting Officers Representatives (FAC-COR) dated September 2011Identified early in Acquisition Planning Phase (CD-1 or before) and continued involvement through Contract/Project Close OutCORs play a critical role in contract managementarguably the most important aspect of the project/contract life cycle.

The Services Acquisition and Reform Act (SARA-2003) formally defined acquisition to include requirements definition, measurement of contractor performance, and technical management direction in addition to traditional contracting activities. CORs perform critical SARA-type contracting functions. Subsequent OFPP memo reiterate the importance of the COR in contract management.COR id early in the process-Best Practice for contract/project successOver 70% contract actions conducted in contract management/administration phase2COR Issues CO-COR roles and responsibilities not clearly defined (Dep Sec Summit December 2010)Certification requirements burdensome (Field Management Council, 2011)No clear department wide nomination, certification, and appointment process1 COR appointed to huge and complex contractsCOR appointed to as many as 20 contracts at one timeTechnical Monitors acting as CORs

COR Tool Kit The COR Tool Kit is a compilation of templates, reports, training and other tools to help you perform your COR duties with respect to contract administration, your roles and responsibilities as a COR as well as information on Contracting Officer and Contractor relationship building. In addition, the Tool Kit is for Contracting Officers and Program Managers as wellcontaining interview templates and staffing tools to use when appointing CORs.The Tools CO/COR Roles and Responsibilities TemplateStandardized Lead COR and Assistant COR Appointment ProcessCOR Staffing and Work-Load ModelsProgram Office COR Interview TemplateContract Specific Training GuideDOE COR Handbook/Desk GuideMost tools include guides and instructions for their useTool 1 CO/COR Roles and Responsibilities TemplateProvides clear guidance on CO and COR roles and responsibilities pre and post award for Non-M&O and M&O contracts. Also lists Program Manager and Technical/Task Monitor roles and responsibilities.

CO/COR Roles and Responsibilities Template

Tool 2Lead COR and Assistant COR Appointment ProcessThis tool details the entire COR appointment process to include appointing Lead and Assistant CORs. This tool can be used by Program Offices as well as Contracting Officers.

Lead COR/Assistant COR Nomination, Certification and Appointment Process

Tool 3COR Staffing and Work Load ModelsThis tool suite is to be utilized before CORs are appointedThese tools are patterned after and adapted from the DOE Project Staffing Model. These models can be used by the Program Office and Contracting Office to determine how many CORs/Lead and Assistant CORs are needed to effectively manage a contract. In addition, the Work-Load model provides an easy to use tool to right size a CORs contracts portfolio.

Staffing Model

Work Load Model

Tool 4COR Interview Template ToolThis tool is to be utilized by the Program Office to facilitate indentifying potential COR candidates. The tool is a template to guide the Program Office through a COR interview and to grade the potential candidate on specific COR competencies.

COR Interview Template

Tool 5Contract Specific Training

This tool is to be used by the Contracting Officer (CO) once the COR(s) (Lead and Assistant CORs if applicable) have been indentified. The CO conducts a face to face meeting to brief the COR(s) regarding contract specific duties, responsibilities, terms and conditions, deliverables and other information regarding the contract.

Contract Specific TrainingTraining is divided into seven modulesProcurement Authority in Government ContractingOverview of Procurement Officials Ethics and Standards of ConductOverview of Government ContractsSpecific COR Roles and Responsibilities and How to - Pre Contract AwardSpecific COR Roles and Responsibilities and How to - Post Contract AwardCOR Dos and DontsTool 6 DOE COR Handbook/Desk GuideThis guide is a complete desk reference for the COR encompassing most contract administration and contract management topics. DOE COR Handbook/Desk Guide

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