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Overview
Other Transaction Authority (OTA) is the term commonly used to refer to the (10 U.S.C. 2371b) authority of the Department of Defense (DoD) to carry out certain prototype, research and production projects. 

As the US Air Force states:  Other Transactions (OTs) are legally binding instruments that may be used to engage industry and academia for a broad range of research and prototyping activities. OTs are typically defined by what they are not: they are not standard procurement contracts, grants, or cooperative agreements. As such, they are generally not subject to the federal laws and regulations that apply to government procurement contracts (e.g., FAR/DFARS). Deltek reports that over the past five years FY13-FY18, the US Army and TSA were the top agencies with OTA-related obligations.  DARPA and Air Force were 3rd and 4th. 

In the 2015 NDAA, congress allowed for the expansion of OTA beyond just weapons systems to more any prototype project or improvement of platforms, systems, components or materials in use by the armed forces. And in the 2019 NDAA some changes were made related to follow-on production of OTA programs.   

This 1 day class will discuss the history, the use of and the advantages/limitations and constraints of OTAs for both the agencies and contractors. Click here to see an in-depth view of what you will take away from this new course being taught by Johana "Jody" Reed, Counsel at McMahon, Welch and Learned, PLLC.

Learning Objectives
Upon successful completion of this course, you will be able to:
  • Define an OTA and its statutory basis
  • Evaluate an OTA proposal
  • Create a market research report
  • Plan accordingly for an OTA contract
  • Recognize and determine IP rights for an OTA
  • Determine the follow on procedures related to OTAs
  • Define the authority to contract using OTAs
Dates/Locations
May 5, 2021
Hyatt Regency La Jolla at Aventine
La Jolla, CA
Travel Info
Standard: $1,000.00
Premium: $1,395.00
Register
September 17, 2021
The Flamingo Hotel
Las Vegas, NV
Travel Info
Standard: $1,000.00
Premium: $1,395.00
Register
Agenda
8:00 AM - 3:00 PM
La Jolla, CA & Las Vegas, NV
9:00 AM - 4:00 PM
Arlington, VA

Background on Other Transactions

  • Defined and History
  • Types and Uses
  • Purpose and Benefits
  • Statutory Basis
  • Key Elements of an OTGAO Report 16-209
Contracting Procedures
  • Pre-Award Considerations
  • Acquisition Plan
  • Market Research
  • The Solicitation 
  • Proposal Evaluation
  • Protests

Protests

Issues to Address in the OTA

·       Financial Information
·       Intellectual Propert
         Foreign Access to Technology

Recent Developments

Samples

Questions

Experts
  • Johana "Jody" Reed
    Counsel, McMahon, Welch and Learned, PLLC
    Ms. Reed’s practice focuses on advising domestic and international clients on all aspects of government contracting law, including prime contracts, subcontracts and other related agreements, drafting requests for equitable adjustments and claims; drafting Contractor Performance Assessment Repo...
Accreditation
See Individual Courses For Available Credits
Certificates of Completion are provided to all seminar participants who attend Federal Publications Seminars courses following the event, upon request.
CPE: Continuing Professional Education
Field of Study: Specialized Knowledge
Delivery Method: Group-Live Classroom
Federal Publications Seminars is affiliated with West Professional Development and is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Federal Publications Seminars at 888.494.3696.
CPE Hours
This program is eligible for: 6.0 (CPE) hours of credit
Program Level: n/a
Program Prerequisite: n/a
Advance Preparation: n/a
Method: n/a
CLP: Continuous Learning Points
Approved for CLP by Defense Acquisition University
Defense Acquisition Workforce members must acquire 80 Continuous Learning Points (CLP) every two years from the date of entry into the acquisition workforce for as long as the member remains in an acquisition position per DoD Instruction 5000.66. We will provide you with documentation of points awarded for completing the event.
CLP Hours
This program is eligible for: 6.0 (CLP) hours of credit
CLE: Continuing Legal Education
States have widely varying regulations regarding MCLE credit. LegalEdcenter is an approved provider in AL, AK, AR, CA, GA, IL, ME, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, and WV. Credit may be applied for in other jurisdictions on request and in accordance with state MCLE rules.
Please note that because some states are changing their policy on CLE reporting, you will need to fill out the request for credit from Federal Publications Seminars within 10 business days, or we may not be able to issue credits for the program.
CLE Hours
This program is eligible for: 5.5 (60 minutes), (50 minutes)
Travel
Hyatt Regency La Jolla at Aventine
3777 La Jolla Village Drive
La Jolla, CA, 92122
8585521234
Hotel & Room Block Info

Hotel Rooms

We have a room block secured for the La Jolla weeklong event. For guest room reservations, call 800.937.8461 and reference the Federal Publications room block. Group rate is $239 + taxes/night. Click here https://www.hyatt.com/en-US/group-booking/JOLLA/G-FP21 to make your reservation. You must make your reservation by April 1, 2021. Rooms are subject to availability.

Government Per Diem

Government Per Diem

A limited number of Government per diem rate rooms have been set aside. Click here https://www.hyatt.com/en-US/group-booking/JOLLA/G-FP21/PER DIEM to make your reservation. You must make your reservation by April 1, 2021. Rooms are subject to availability.

General Information

Food & Beverage

During La Jolla Government Contracts Week, we will be serving continental breakfast, lunch and an afternoon snack each day.

The Flamingo Hotel
3555 Las Vegas Blvd S
Las Vegas, NV, 89109
7027333111
Hotel & Room Block Info

Hotel Rooms
We have a room block secured at the Flamingo Hotel for Las Vegas Week.  Visithttps://book.passkey.com/go/SFFPS1 to reserve your room. Group rate is $94 + taxes + daily resort fee of $35/room/night. You must make your reservation by Friday, August 10, 2021. Rooms are subject to availability.

Food & Beverage
Continental breakfast, lunch and afternoon coffee will be served.

General Information

Hotel Rooms
We have a room block secured at the Flamingo Hotel for Las Vegas Week.  Visithttps://book.passkey.com/go/SFFPS1 to reserve your room. Group rate is $94 + taxes + daily resort fee of $35/room/night. You must make your reservation by Friday, August 10, 2021. Rooms are subject to availability.

Food & Beverage
Continental breakfast, lunch and afternoon coffee will be served.

Level
  • 100
    Basic or fundamental subject matter is covered. Courses are geared to general knowledge or can be taken as a refresher.
  • 200
    Specific topics or issues within a topic area are covered. Students should be familiar with terms of art and general concepts concerning the course topic.
  • 300
    Workshops and class discussions cover specific subject matter in-depth, and participation is strongly encouraged. Attendees should have at least 2-3 years' experience in the area of study.
  • 400
    Courses build upon students' knowledge and experience, and cover complex issues within the subject matter. Should have 4-5 years' mastery of subject for in-depth analysis.
  • 500
    Masters-level programs designed for professionals with 5+ years' experience. Courses cover in-depth and technical analysis on specific subjects and updates on current issues.