SSgt Gilbert; Michael Maj Ronnie D; Mohead MSgt Kacy M; Morris CIV Robert A; Mullen CIV Melvin T; Navarro GySgt Hector M; Owens SSgt Brad E; Patterson SSgt Brent J; Payne CIV Mark H; Pendley CIV Larry F; Polesnak Maj Stephanie M; Powell CIV Hollis H; Rabassi Maj Christopher E; Rego CIV Arthur J; Renf roe MSgt Telly J; Robinson LtCoI Macon R (MEF FWD G-4); Schmid LtCoI Steven J; Sherman Maj Brad J; Smith CIV Peggy L; Stahl Maj Scott A; Stewart GySgt Robert D; Stroh CIV Linda L; Toncu SSgt Cristian; Tuzon MSgt Norman (MEF FWD G-4); Washington CIV Connie A; Watts GySgt Will W Cc: Beckner CIV Linda; Brede CIV Rita; Collins CIV Cathy; Collins CIV Guy; Faughnan CIV Kevin; Haines CIV John; Harper CIV Twana E; Hood Maj Terrell D; Keys CIV John; Lerma MGySgt Maricela G; Liu CIV Darren; McComas Maj Michael T; Mckellop SSgt Jessycca E; Miante CIV Theresa N; Poulos CIV Chris; Rice CIV Lawrence; Sineath CIV John; Sproule CIV William; Sullivan SES Frances L; Uher CIV Lauren; Romano CIV Mark; Oliver CIV R. Kaye; Daise CIV Stanley C Subject: APM 10-19 DoD Standard for COR Certifications Attachments: COR Appointment Letter Template.doc; COR Termination Letter Template.doc; MAPS Revised 1_602_2_a .doc; Procedures for COR Assignments.doc; COR Nomination Letter Template.doc Signed By: cathy.collins @ usmc.mil All, BACKGROUND: a. The attached DPAP Memorandum of 29 March 2010 establishes a new standard for Contracting Officer Representative (COR) certifications. This new standard introduces three types of COR certifications, and for each type, there are specific competencies, experience requirements, and training requirements that must be met prior to obtaining COR certification. The competencies, experience requirements, and training requirements are commensurate with the nature and complexity of the contracts being monitored within the established COR certification type. b. The attached DPAP memorandum also states that DoD is in the process of developing a new instruction that will set forth a comprehensive COR certification program that addresses roles and responsibilities for the COR, COR management, and the Contracting Officer. POLICY: The revised MAPS 1.602-2(a) policy, included as an attachment, supersedes the current policy in MAPS January 2010, paragraph 1.602-2(a), and is effective immediately. PROCEDURES: a. Follow the procedures outlined in the attached document titled, “Procedures for COR Appointments,” to ensure compliance with the attached DPAP memorandum. The attached procedures replace the existing procedures in CMPG 4.7, Contracting Officer’s Representative (COR) Assignment. While the current CMPG procedures regarding COR assignment are included in CMPG module “4-Award”, it is in the Government’s best interest to appoint a COR early in the acquisition process to take advantage of the COR’s knowledge during the planning phase. 1
29
Embed
Collins - United States Marine Corps LB Docume… · the undersecretary of defense 3010 defense pentagon washington, dc 20301-3010 mar 29 2010 memorandum for secretaries of the military
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Collins
CIV
Cathy
From:
Collins
CIV
Cathy
Sent:
Thursday,S
eptember09,
20103:43
PMTo:
Adkins
SS
gtGarvey
M;A
lexanderM
SgtD
arrinT;
Baker
MSgt
Daniel
M;
Boone
GyS
gtN
icoleC;
BoydM
GyS
gtBryan
E;Britton
GySgt
Dew
anC;
BrunsonC
IVJanet
C;C
erkaC
IVFrances
C;C
haseC
aptK
ennyK;
Clark
GyS
gtFrederick
A;C
oetzeeC
IVAIlie;
Corcoran
LtColEric
M;
Craw
fordC
ivD
aleA;
Dobbins
GyS
gtM
ichaelW;
Drury
CIV
Deborah
A;G
aylorC
IVS
herryF;
GubittiC
ivC
ynthiaA;
Hake
CIV
Peggy
L;H
artCaptC
harlesN;
Henley
CIV
JuneR;
Higa
CIV
Sakura
K;Ingle
CaptSteven
L;JohnsonC
IVC
larkW
;Jones
CIV
Shakara
M;
JonesG
ySgtD
onaldJ;
KingM
ajStephanie
D;K
nudsenC
IVD
eborahK;
LeachC
IVA
ndreaV;
Lemm
ondC
IVB
arbaraG
;Long
Capt
EricJ;
Lovett-Black
Civ
JoAnna;M
atthews
CIV
LaytonD;
Mendez
SS
gtGilbert;
Michael
MajR
onnieD;
Mohead
MSgt
KacyM
;M
orrisC
IVR
obertA;M
ullenC
IVM
elvinT;
Navarro
GyS
gtH
ectorM
;O
wens
SS
gtBrad
E;P
attersonS
Sgt
BrentJ;
PayneC
IVM
arkH;
Pendley
CIV
LarryF;
Polesnak
MajS
tephanieM
;Pow
ellCIV
Hollis
H;R
abassiMaj
Christopher
E;R
egoC
IVA
rthurJ;
Renfroe
MS
gtTellyJ;
Robinson
LtCoI
Macon
R(M
EFFW
DG
-4);S
chmid
LtCoI
StevenJ;
Sherm
anM
ajBradJ;
Smith
CIV
Peggy
L;Stahl
MajScott
A;S
tewart
GyS
gtR
obertD;
StrohC
IVLinda
L;ToncuSSgtC
ristian;Tuzon
MS
gtN
orman
(MEF
FWD
G-4);
Washington
CIV
Connie
A;Watts
GyS
gtWillW
Cc:
Beckner
CIV
Linda;Brede
CIV
Rita;
Collins
CIV
Cathy;
Collins
CIV
Guy;
FaughnanC
IVKevin;
Haines
CIV
John;H
arperC
IVTw
anaE;
Hood
MajTerrell
D;Keys
CIV
John;Lerm
aM
GySgt
Maricela
G;
LiuC
IVD
arren;M
cCom
asM
ajMichaelT;
Mckellop
SS
gtJessyccaE;
Miante
CIV
TheresaN;
Poulos
CIV
Chris;
Rice
CIV
Lawrence;
SineathC
IVJohn;
Sproule
CIV
William
;S
ullivanSES
FrancesL;
Uher
CIV
Lauren;R
omano
CIV
Mark;
Oliver
CIV
R.Kaye;
Daise
CIV
Stanley
CS
ubject:APM
10-19D
oDS
tandardfor
CO
RC
ertificationsA
ttachments:
CO
RA
ppointmentLetterTem
plate.doc;C
OR
Termination
LetterTemplate.doc;
MAPS
Revised
1_602_2_a.doc;
Procedures
forC
OR
Assignm
ents.doc;C
OR
Nom
inationLetter
Template.doc
Signed
By:
cathy.collins@
usmc.m
il
All,
BACKGROUND:
a.The
atta
che
dDPAP
Mem
orandumo
f29
March
2010e
stab
lishe
sa
newstandard
for
Co
ntra
cting
Offic
er
Re
pre
sen
tative
(CO
R)
ce
rtifica
tion
s.
Th
isnew
stan
da
rdin
trod
uce
sth
ree
type
so
fCOR
ce
rtifica
tion
s,
andfo
reach
type
,th
ere
aresp
ecific
competencies,
exp
erie
nce
req
uire
me
nts,
andtra
inin
gre
qu
irem
en
tsth
at
must
bem
etp
rior
too
bta
inin
gCOR
ce
rtifica
tion
.The
competencies,
exp
erie
nce
req
uire
me
nts,
andtra
inin
gre
qu
irem
en
tsare
comm
ensuratew
ithth
en
atu
reand
com
ple
xityo
fth
eco
ntra
ctsbeing
mo
nito
red
with
inth
ee
stab
lishe
dCOR
ce
rtifica
tion
type
.
b.The
atta
che
dDPAP
mem
oranduma
lsosta
tes
tha
tDoD
isin
the
processo
fd
eve
lop
ing
anew
instru
ctio
nth
at
will
set
forth
acom
prehensiveCOR
ce
rtifica
tion
programth
at
addressesro
les
andre
sp
on
sib
ilities
for
the
COR,COR
managem
ent,and
the
Co
ntra
cting
Offic
er.
POLIC
Y:The
revise
dM
APS1
.60
2-2
(a)
po
licy,
inclu
de
das
ana
ttach
me
nt,
supersedesth
ecu
rren
tp
olic
yin
MAPS
January2010,
paragraph1
.60
2-2
(a),
andis
effe
ctiv
eim
me
dia
tely.
PROCEDURES:
a.F
ollo
wth
eprocedures
ou
tline
din
the
atta
che
ddocum
enttitle
d,
“Procedures
for
CORA
pp
oin
tme
nts,”
toensure
compliance
with
the
atta
che
dDPAP
mem
orandum.
Thea
ttach
ed
proceduresre
pla
ceth
ee
xis
ting
proceduresin
CMPG4
.7,
Co
ntra
cting
Offic
er’s
Re
pre
sen
tative
(COR)
Assignm
ent.W
hileth
ecu
rren
tCMPG
proceduresre
ga
rdin
gCOR
assignment
arein
clud
ed
inCMPG
module
“4-A
wa
rd”,
itis
inth
eG
overnment’s
bestin
tere
st
toa
pp
oin
ta
CORe
arly
inth
ea
cq
uis
ition
processto
take
advantageo
fth
eC
OR
’sknow
ledged
urin
gth
ep
lan
nin
gphase.
1
Th
ere
fore
,th
ea
ttach
ed
proceduresw
illbe
inclu
de
din
CMPGm
odule“1
-Pla
nn
ing
”as
sectio
n1
.4,
Co
ntra
cting
Offic
ers
Re
pre
sen
tative
(CaR
)A
ssignment.
Thecu
rren
tCMPG
sectio
n1
.4and
all
subsequentse
ction
sw
illbe
renumbered.
b.M
arineC
orpsfie
ldco
ntra
cting
offic
es
areencouraged
toshare
the
po
licy
andprocedures
inth
isAPM
with
all
customers
ino
rde
rto
ensureth
at
all
futu
reCOR
can
did
ate
shave
met
the
experienceand
train
ing
req
uire
me
nts
prio
rto
CORn
om
ina
tion
s.
c.R
equestth
isAPM
bed
issem
ina
ted
asw
ide
lyas
po
ssible
toa
ctiv
ityco
ntra
cting
pe
rson
ne
l.
R/
ccC
athyC
ollin
sP
olicy
andP
rocessTeam
(LBP
)HQMC
Co
ntra
ctsD
ivis
ion
(703)695-6590
x2546DSN
225-6590x2546
FAX(703)
695-6382
2
TH
EU
ND
ER
SE
CR
ET
AR
YO
FD
EF
EN
SE
30
10
DE
FE
NS
EP
EN
TA
GO
NW
AS
HIN
GT
ON
,D
C2
03
01
-30
10
MAR29
2010M
EM
OR
AN
DU
MF
OR
SE
CR
ET
AR
IES
OF
TH
EM
ILIT
AR
YD
EP
AR
TM
EN
TS
CH
AIR
MA
NO
FT
HE
JOIN
TC
HIE
FS
OF
ST
AF
FU
1\W)ER
SE
CR
ET
AR
IES
OF
DE
FE
NS
ED
EP
UT
YC
HIE
FM
AN
AG
EM
EN
TO
FF
ICE
RC
OM
MA
ND
ER
SO
FT
HE
CO
MB
AT
AN
TC
OM
MA
ND
SD
IRE
CT
OR
,D
EF
EN
SE
RE
SE
AR
CH
AN
DE
NG
INE
ER
ING
AS
SIS
TA
NT
SE
CR
ET
AR
IES
OF
DE
FE
NS
EG
EN
ER
AL
CO
UN
SE
LO
FT
HE
DE
PA
RT
ME
NT
OF
DE
FE
NS
ED
IRE
CT
OR
,O
PE
RA
TIO
NA
LT
ES
TA
ND
EV
AL
UA
TIO
ND
IRE
CT
OR
OF
CO
ST
AS
SE
SS
ME
NT
AN
DP
RO
GR
AM
EV
AL
UA
TIO
NIN
SP
EC
TO
RG
EN
ER
AL
OF
TH
ED
EP
AR
TM
EN
TO
FD
EF
EN
SE
AS
SIS
TA
NT
ST
OT
HE
SE
CR
ET
AR
YO
FD
EF
EN
SE
DIR
EC
TO
R,
AD
MIN
IST
RA
TIO
NA
ND
MA
NA
GE
ME
NT
DIR
EC
TO
RS
OF
TH
ED
EF
EN
SE
AG
EN
CIE
SD
IRE
CT
OR
SO
FT
HE
DO
DF
IELD
AC
TIV
ITIE
S
SU
BJE
CT:
DoD
Standard
forC
ertificationo
fContracting
Officer’s
Representatives
(CO
R)
forS
erviceA
cquisitions
Section
813o
ftheN
ationalDefense
Authorization
Act
forF
Y2007
requiredthe
Departm
entto
establisha
Panelon
Contracting
Integrity(P
anel)to
identifycontracting
vulnerabilitiesthatm
aylead
tofraud,w
aste,and
abusein
thedefense
contractingsystem
.The
Panelidentified
surveillanceo
fservicesacquisitions
asan
areao
fvulnerability.
TheP
anel’sS
ufficientC
ontractSurveillance
subcomm
itteedeveloped
aD
oDC
OR
certificationstandard,
which
definesm
inimum
CO
Rcom
petencies,experience,
andtraining
accordingto
thenature
andcom
plexityo
ftherequirem
entandcontract
performance
risk.The
standardidentifies
competencies,
experienceand
minim
umtraining
neededfor
successfulperformance
asa
CO
Rfor:
Type
A:
fixed-price,low
performance
riskrequirem
ents;T
ypeB
:other
thanfixed-price,
lowperform
ancerisk
requirements,
andT
ypeC
:unique
requirements
thatnecessitatea
professionallicense,higher
education,or
specializedtraining
(matrix
atAttachm
entA).
Thestandard
introducesstructure
andrigor
toC
OR
responsibilitiesand
performance
andw
illbethe
basisfor
aD
oDInstruction
settingforth
acom
prehensive
AC
QU
ISIT
ION
,T
EC
HN
OL
OG
YA
ND
LO
GIS
TIC
S
CO
Rcertification
programthat
addressesroles
andresponsibilities
forthe
CO
R,
CO
Rm
anagement,
andthe
Contracting
Officer
consistentwith
theform
erD
eputyS
ecretaryo
fD
efensem
emorandum
(Attachm
entB
).
TheD
efenseA
cquisitionU
niversity(D
AU
),w
orkingw
ithP
anelrepresentatives,developed
baselinetraining
fromcom
petenciesidentified
inthe
standard.C
omponent-
sponsoredand
comm
ercialtrainingm
ustbeequivalentto
theD
AU
baselinetraining
forType
Band
Cw
ork/requirements
tom
eetthestandard
trainingrequirem
ents.E
quivalencyrequirem
entsare
addressedathttp://icatalog.dau.m
il/learning/eciuivalency.asPX
.O
nlinetraining
forType
Band
Crequirem
entsis
anticipatedto
beavailable
inthe
4thquarter
of
FY
2010through
theuniversity.
Iencourage
yourcurrentand
prospectiveC
OR
sto
complete
trainingas
itbecomes
available.
Pleasedissem
inatethis
information
asappropriate
toprepare
forD
epartmental
implem
entationo
ftheD
oDS
tandardfor
Certification
ofC
ontractingO
fficer’sR
epresentativesfor
Services
Acquisitions.
Ashton
B;C
arter
Attachm
ents:A
sstated
2
ATTA
CH
ME
NT
A
DoD STANDARD FOR CERTIFICATION OF CONTRACTING OFFICER’SREPRESENTATIVES FOR SERVICES ACQUISITIONS
NATURE OF TYPE A REQUIRED COMPETENCY REQUIRED COMPETENCIES EXPERIENCE/TRAININGWORK/REQUIREMENT TOPICS REQUIREMENTS
Fixed-price requirements without General: Upon completion of mandatory training, COR should Experience:incentives, low performance risk. > Attention to Detail be able to perform at least the following competencies ~‘ Agency experience: minimum of 6Attributes of such requirements might > Decision Making in a manner consistent with the nature of Type A months (may be waived)include: lack of technical or ~ Flexibility work/requirements: y~ Relevant technical experience: Asadministrative complexity, no > Oral and Written 1. Assist in acquisition planning. determined by the nominatingidentifiable risk factors; limited Communication 2. Assist in contract award process. supervisor for the Contracting Officer’srequirement for technical expertise; )~‘ Problem Solving/Reasoning 3. Establish/maintain COR file with all required consideration and appointmentlow likelihood of modification; effort ~‘ Self-management/Initiative documentation. ~‘ General competencies: As determinedis a follow-on to an existing contract. )~ Teamwork 4. 1denti~’/prevent unethical conduct and instances by the nominating supervisor for the
of fraud/waste/abuse. Contracting Officer’s consideration andCOR duties/responsibilities are Technical: 5. Perform technical/administrative monitoring and appointment.generally limited to minimal technical > Business Ethics reporting duties in accordance with letter ofand/or administrative monitoring of > Effective Communication of delegation and surveillance plan. Training:the contract. Contract Requirements 6. Recommend/monitor proposed changes. ~ DAU CLC 106, Contracting Officer’s
> Effective COR Performance 9. Perform liaison duties between the Contracting COR in the Contingency Environment,Officer, the Requiring Activity, and the when applicable (competency 12)contractor for management of the contract. > Minimum of 1 hour acquisition ethics
10. lnspect, accept or reject deliverables during training (e.g., CLM 003 or agencycontract performance and at close-out in provided training) annually.conformance with contract terms and conditions. > Additional training mandated by the
11. Monitor the control/disposition of Government contracting activity (e.g., WAFW).. furnished assets.
12. Perform surveillance in a contingency Refresher Training:environment, when applicable. > Minimum of 8 hours COR specific
training:~ Every 3 years, OR> Prior to assuming COR responsibilities if
the individual has not served as a CORwithin the previous 24 months.
~‘ Minimum of 1 hour acquisition ethics. training (e.g., CLM 003 or agency
~ provided training) annually.> Any additional training mandated by the
~ Activity.
I
DoD STANDARD FOR CERTIFICATION OF CONTRACTING OFFICER’SREPRESENTATIVES FOR SERVICES ACQUISITIONS
Fixed-price requirements withoutincentives, other than lowperformance risk. Attributes of suchrequirements might include: thenature of the work is more complex;effort will be performed in multipleregions/remote geographic locations,contract contains incentivearrangements or cost sharingprovisions, contract is cost-type ofT&M/LH type, or FP LOE.
COR duties/responsibilities are ofincreased complexity.
General:> Attention to Detail> Decision Making> Flexibility> Influencing/Persuasive
interpersonal skills> Oral and Written
Communication> Planning and Evaluating> Problem Solving~‘ Reasoning)‘ Self-management/Initiative> Teamwork
Technical:~ Business Ethics> Defining Government
requirements> Understanding and knowledge of
contract type> Effective analytic skills> Effective Communication of
Upon completion of mandatory training, COR shouldbe able to perform at least the following competenciesin a manner consistent with the nature of Type Bwork/requirements:I. Assist in acquisition planning.2. Assist in contract award process.3. Establish/maintain COR file with all required
documentation.4. Identify/prevent unethical conduct and instances
of fraud/waste/abuse.5. Review technical submittals/ensure compliance
with Statement of Work/Statement of Objectives(e.g., perform technical monitoring and reportingin accordance with a Quality Surveillance Plan)
Upon completion of mandatory training, COR should beable to perform at least the following competencies in amanner consistent with the nature of Type Cwork/requirements:1. l.Assist in acquisition planning.2. Assist in contract award process.3. Establish/maintain COR file with all required
documentation.4. Identify/prevent unethical conduct and instances of