Request for COR Support Memorandum Template
[Insert Date]
MEMORANDUM FOR: [Insert Name, Office Symbol of Official from Requiring Activity]
SUBJECT: Request for Contracting Officer's Representative (COR) Support
1. Contracting Officer's Representative (COR) Support is requested for the following:
Purchase Request Number(s): [Insert Number(s)]
Solicitation/Contract Number: [Insert Number]
Contract Description: [Insert Item]
Contract Period of Performance: [Insert Period of Performance]
Anticipated Period of Performance of COR duties/responsibilities: [Insert Period]
2. In accordance with OUSD (AT&L) Memo, dated 29 Mar 2010, DoD Standard for Certification of Contracting Officer's Representatives for Services Acquisitions, a COR is requested for the following type of requirement:
Note: Select Type A, B or C (add additional information as required and then delete the other two non-applicable work types)
Type A: Fixed Price, Low Performance Risk Requirements
Nature of Requirement: Fixed-price requirements without incentives, low performance risk. Attributes of such requirements might include: lack of technical or administrative complexity, no identifiable risk factors; limited requirement for technical expertise; low likelihood of modification; effort is a follow-on to an existing contract.
COR Duties/Responsibilities: Minimal technical and/or administrative monitoring of the contract. [Insert all specific proposed duties tailored to the dollar value and complexity of the work/requirement.]
Required Competencies:
1. 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. Perform technical/administrative monitoring and reporting duties in accordance with letter of delegation and surveillance plan.
6. Recommend/monitor proposed changes.
7. Monitor contract expenditures/payments.
8. Monitor contract schedule compliance.
9. Perform liaison duties between the Contracting Officer, the Requiring Activity, and the contractor for management of the contract.
10. Inspect, accept, or reject deliverables during contract performance and at close-out in conformance with contract terms and conditions.
11. Monitor the control/disposition of Government furnished assets.
12. Perform surveillance in a contingency environment, when applicable.
Experience: Minimum of 6 Months Experience (may be waived by the requiring activity and addressed in the COR Nomination Memorandum IAW OUSD (AT&L) Memorandum, March 29, 2010, "DoD Standard for Certification of Contracting Officer's Representatives (COR) for Service Acquisitions, Attachment A" and relevant technical experience and other general competencies
Required Training:
1. DAU CLC 106, Contracting Officer's Representative (Basic)
2. DAU COR 206, COR in a Contingency Environment (when applicable)
3. CLM 003, Ethics Training for Acquisition Technology and Logistics
4. Joint Ethic Regulation DoD 5500.7-R (review/understanding of regulation)
5. Additional Training as required by CO [Insert here]
Type B: Other than Fixed Price, Low Performance Risk Requirements
Nature of Requirement: Other than Fixed Price, Low Performance Risk Requirements. Attributes of such requirements might include: the nature of the work is more complex; effort will be performed in multiple regions/remote geographical locations, contract contains incentive arrangements or cost sharing provisions, contract is a cost type of Time and Material/Labor Hour type, or Fixed Price Level of Effort.
COR Duties/Responsibilities: Increased complexity (from Level A requirements). [Insert all specific proposed duties tailored to the dollar value and complexity of the work/requirement.]
Required Competencies:
1. 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 Performance Work Statement (e.g. perform technical monitoring and reporting in accordance with a Quality Surveillance Plan)
6. Perform administrative monitoring and reporting duties (e.g., handle security issues, attend meetings, etc.)
7. Recommend/monitor proposed changes.
8. Monitor contract expenditures/payments.
9. Monitor contract schedule compliance.
10. Perform liaison duties between the Contracting Officer and the contractor for management of the contract.
11. Inspect, accept, or reject deliverables during contract performance and at close-out in conformance with contract terms and conditions.
12. Review and validate that contractor payment requests are commensurate with performance.
13. Monitor control/disposition of Government furnished assets.
14. Perform surveillance in a contingency environment, when applicable.
Experience: Minimum of 12 Months Experience (may be waived by the requiring activity and addressed in the COR Nomination Memorandum IAW OUSD (AT&L) Memorandum, March 29, 2010, "DoD Standard for Certification of Contracting Officer's Representatives (COR) for Service Acquisitions, Attachment A"), relevant technical experience and other general competencies.
Required Training:
1. DAU COR 222, Contracting Officer's Representative Course
2. DAU COR 206, COR in a Contingency Environment (when applicable)
3. CLM 003, Ethics Training for Acquisition Technology and Logistics
4. Joint Ethic Regulation DoD 5500.7-R (review/understanding of regulation)
5. Additional Training as required by CO [Insert]
Type C: Unique Contract Requirements that necessitate a professional license, higher education, or specialized training
Nature of Requirement: Unique contract requirements that necessitate a professional license, higher education or specialized training beyond the Type B requirements. Such requirements might include, for example, environmental remediation; major weapons systems; medical/dental/veterinarian services, etc.
COR Duties/Responsibilities: Increased complexity (from Level B requirements). [Insert all specific proposed duties tailored to the dollar value and complexity of the work/requirement.]
Required Competencies:
1. 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 Performance Work Statement (e.g. perform technical monitoring and reporting in accordance with a Quality Surveillance Plan)
6. Perform administrative monitoring and reporting duties (e.g., handle security issues, attend meetings, etc.)
7. Recommend/monitor proposed changes.
8. Monitor contract expenditures/payments.
9. Monitor contract schedule compliance.
10. Perform liaison duties between the Contracting Officer and the contractor for management of the contract.
11. Inspect, accept, or reject deliverables during contract performance and at close-out in conformance with contract terms and conditions.
12. Review and validate that contractor payment requests are commensurate with performance.
13. Monitor control/disposition of Government furnished assets.
14. Perform surveillance in a contingency environment, when applicable.
15. Other specific functions consistent with the objectives of the activity's mandatory specialized/technical training.
Experience: Minimum of 12 Months Experience (may be waived by the requiring activity and addressed in the COR Nomination Memorandum IAW OUSD (AT&L) Memorandum, March 29, 2010, "DoD Standard for Certification of Contracting Officer's Representatives (COR) for Service Acquisitions, Attachment A"), relevant technical experience and other general competencies.
Required Training:
1. DAU COR 222, Contracting Officer's Representative Course
2. DAU COR 206, COR in a Contingency Environment (when applicable)
3. CLM 003, Ethics Training for Acquisition Technology and Logistics
4. Joint Ethic Regulation DoD 5500.7-R (review/understanding of regulation)
5. Additional Training as required by CO [Insert]
3. Please nominate a qualified COR (or multiple or alternate COR if required) via the attached Nomination Memorandum to the undersigned by [Insert Date] and include the following information: Full Name, Full Address: (include Activity, Office Symbol, Street Address, and Building Number), Telephone Number/Fax, Email Address, and evidence of Required Courses/Training. Please do not hesitate to contact me at [Insert e-mail address] or [Insert phone number] if you have any questions.
[Insert Name of Contracting Officer] |