A Guide to Other Transaction Authority

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

October 31, 2024

American Management Association

Arlington, VA, United States

Travel Info

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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

Partner, Reston Law Group, LLP

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...

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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

American Management Association

2345 Crystal Drive

Second Floor

Arlington, VA, 22202

5714812208

amaconferencecenters.org

Hotel & Room Block Info

Federal Publications Seminars doesn’t have a room block for this location. AMA does not arrange hotel accommodations. However, AMA has negotiated preferred rates at the following hotels based upon availability. Be sure to mention that you are an AMA conference attendee to secure your reservation and preferred rates. Contact the hotels below directly. Note: that we recommend that reservations be made early, as the number of rooms at preferred rates is limited.

Hyatt Regency Crystal City
Click here to reserve using the AMA preferred rate. For AMA’s preferred rate enter corporate code 00433.
Reagan National Airport
2799 Jefferson Davis Highway
Arlington, VA 22202
AMA Reservation Number 1-703-418-1234

Renaissance Arlington Capital View Hotel
Click here to reserve using the AMA preferred rate.
2800 South Potomac Avenue
Arlington, VA 22202
AMA Reservation Number 1-703-413-1300

METRO RAIL LINE:
Yellow & Blue Line – METRO Stop – Crystal City
From the METRO - AMA is 2 blocks east and 4 blocks south on Crystal Drive
http://www.amaconferencecenter.org/washington-directions-maps.htm

General Information

Continental breakfast and lunch will be served (DC Week ONLY). Coffee (regular & decaf), tea and water will be served throughout the day with an afternoon snack (baked goods) break.

In-House

Bring Federal Publications Seminars to your location! If you would like to offer this course in-house, please contact us.

Schedule Training

Fill out this form and someone from FPS will contact you shortly. You can fill out as much or as little information as you would like. Prefer to talk to us? Call 888.865.9082.

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CMBOK Alignments

Leadership

Character

Collaboration

Competence

Emotional Intelligence

Vision

Management

Business Management

Change Management

Financial Management

Project Management

Risk Management

Supply Chain Management

Guiding Principles

Communication and Documentation

Contract Principles

Regulatory Compliance

Situational Assessment

Skills and Roles

Standards of Conduct

Team Dynamics

Pre-Award

Plan Sales

Plan Solicitation

Prepare Offer

Request Offers

Award

Manage Disagreements

Plan Negotiations

Price or Cost Analysis

Select Source

Post-Award

Administer Contract

Close Out Contract

Ensure Quality

Manage Changes

Manage Subcontracts

Learn

Continuous Learning

Individual Competence

Organizational Capability

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.