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TRANSCRIPT
Collins
CIV
Cathy
From:
Collins
CIV
Cathy
Sent:
Thursday,S
eptember09,
20103:43
PMTo:
Adkins
SS
gtGarvey
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lexanderM
SgtD
arrinT;
Baker
MSgt
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Washington
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Connie
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Cc:
Beckner
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Linda;Brede
CIV
Rita;
Collins
CIV
Cathy;
Collins
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Guy;
FaughnanC
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Haines
CIV
John;H
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Lawrence;
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Sproule
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William
;S
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FrancesL;
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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 Contract Performance 7. Monitor contract expenditures/payments Representative (Basic)Management 8. Monitor contract schedule compliance. ~‘ DAU COR XXX (to be determined),
> 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
Contract Requirements> Effective Contract Performance
Management~‘ Effective COR Performance> Project Management~ Strategic Planning> Understanding the Marketplace
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)
6. Perform administrative monitoring and reportingduties (e.g., handle security issues, attendmeetings, 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 thecontract.
11. Inspect, accept or reject deliverables duringcontract performance and at close-out inconformance with contract terms and conditions.
12. Review and validate that contractor paymentrequests are commensurate with performance.
13. Monitor control/disposition of Governmentfurnished assets.
14. Perform surveillance in a contingencyenvironment, when applicable
Experience:> Agency experience: minimum of 12
months (may be waived by the requiringactivity. Waiver to be addressed innomination package)
~‘ Relevant technical experience: Asdetermined by the nominatingsupervisor for the Contracting Officer’sconsideration and appointment
> General competencies: As determinedby the nominating supervisor for theContracting Officer’s consideration andappointment.
Training:> DAU COR 222 or ALMC-CL or
equivalent course~ DAU COR XXX (to be determined),
COR in a Contingency Environment,when applicable (competency 14)
> Minimum of 1 hour acquisition ethicstraining (e.g., DAU CLM 003 or agencyprovided training) annually.
> Additional training mandated by theContracting activity (e.g., WAWF).
Refresher Training:> Minimum of 16 hours COR specific
training:• Every 3 years, OR• Prior to assuming COR
responsibilities if the individual hasnot served as a COR within theprevious 24 months
> Minimum of 1 hour acquisition ethicstraining (e.g., DAU CLM 003 or agencyprovided training) annually
> Any additional training mandated by theActivity -_______
NATURE OF TYPE B REQUIRED COMPETENCY REQUIRED COMPETENCIES EXPERIENCE/TRAININGWORK/REQUIREMENT TOPICS REQUIREMENTS
2
DoD STANDARD FOR CERTIFICATION OF CONTRACTING OFFICER’SREPRESENTATIVES FOR SERVICES ACQUISITIONS
Unique contract requirements thatnecessitate a professional license,higher education or specializedtraining beyond the Type Brequirements.
Such requirements might include, forexample, environmentalremediation; major weaponssystems; medical/dental! veterinarianservices, etc.
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
Contract Requirements~ Effective Contract Performance
Management> Effective COR Performance~ Project Management> Strategic Planning> Understanding the Marketplace
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
fraud/waste/abuse.5. Review technical submittals/ensure compliance
with Statement of Work/Statement of Objectives(e.g., perform technical monitoring and reporting inaccordance with a Quality Surveillance Plan)
6. Perform administrative monitoring and reportingduties (e.g., handle security issues, attend meetings,etc.)
7. Recommend/monitor proposed changes.8. Monitor contract expenditures.9. Monitor contract schedule compliance.10. Perform liaison duties between the Contracting
Officer and the contractor for management of thecontract.
II. Inspect, accept or reject deliverables duringcontract performance and at close-out inconformance with contract terms and conditions.
1 2. Review and validate that contractor paymentrequests are commensurate with performance.
13. Monitor control/disposition of Governmentfurnished assets.
14. Perform surveillance in a contingencyenvironment, when applicable.
15. Other specific functions consistent with theobjectives of the Activity’s mandatoryspecialized/technical training.
Experience:> Agency experience; minimum of 12
months (may be waived by the requiringactivity. Waiver to be addressed innomination package)
> Relevant technical experience; Asdetermined by the nominatingsupervisor for the Contracting Officer’sconsideration and appointment
> General competencies: As determinedby the nominating supervisor for theContracting Officer’s consideration andappointment.
Training:~‘ DAU COR 222 or ALMC-CL or
equivalent course> DAU COR XXX (to be determined),
COR in the Contingency Environment,when applicabie (competency 14)
> Minimum of 1 hour acquisition ethicstraining (e.g., DAU CLM 003 or agencyprovided training) annually.
> Additional training mandated by thecontracting activity (e.g., WAWF).
Refresher Trainine:> Minimum of 16 hours COR specific
training;• Every 3 years, OR• Prior to assuming COR
responsibilities if the individual hasnot served as a COR within theprevious 24 months.
~ Minimum oft hour acquisition ethicstraining (e.g., DAU CLM 003 or agencyprovided training) annually
> Any additional training mandated by theActivity.
> Any necessary for maintenance oflicense/certifieationletc.
NATURE OF TYPE C REQUIRED COMPETENCY REQUIRED COMPETENCIES EXPERIENCE/TRAININGWORK/REQUIREMENT TOPICS REQUIREMENTS
3
wmz-I
DE
PU
TY
SE
CR
ET
AR
YO
FD
EF
EN
SE
10
10
DE
FE
NS
EP
EN
TA
GO
NW
AS
HIN
GT
ON
,D
C2
03
01
-10
10
AUG22
2008
ME
MO
RA
ND
UM
FOR
:SEE
DIS
TR
IBU
TIO
N
SU
BJE
CT:
Monitoring
ContractP
erformance
inC
ontractsfor
Services
Section813
ofthe
JohnW
arnerNationalD
efenseA
uthorizationA
ctforF
Y2007
(Pub.L.109-364),
directedthe
Secretaryto
establisha
“Panelon
Contracting
Integrity.”The
DoD
PanelonC
ontractingIntegrity
identifiedinadequate
surveillanceo
fcontractsfor
servicesas
anarea
ofvulnerability
thatmay
leadto
fraud,waste,
andabuse.
Thepanelrecom
mended
severalmeasures
toensure
sufficientcontractsurveillance.
Theacquisition
ofservices
isa
usefulmethod
toassistthe
Departm
entinm
eetingits
mission
with
agility,butcontracts
forservices
requireeffective
surveillance.Trained
andready
Contracting
Officer’s
Representatives
(CO
Rs)
arecritical.
Theyensure
thatcontractors
comply
with
allcontractrequirements
andthatoverallperform
anceis
comm
ensuratew
iththe
levelofpaym
entsm
adethroughoutthe
lifeo
fthecontract.
CO
Ractivities
shouldbe
tailoredto
thedollarvalue
andcom
plexityo
fthespecific
servicecontract.R
equiringactivities
shallcomply
with
theattached
guidanceto
ensurethat
properlytrained
andready
CO
Rs
areassigned
priortocontractaw
ard.R
atersw
illevaluate
theperform
anceo
fCO
Rduties
asparto
ftheirperformance
assessments
throughouttheperiod
ofthe
contract.The
provisionso
fthism
emorandum
willbe
incorporatedin
aforthcom
ingD
epartmento
fDefense
FederalAcquisition
Regulation
Supplem
entregulationin
FY
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/4
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ttachment:
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IRE
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IRE
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ES
SP
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GR
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IRE
CTO
RS
OF
THE
DO
DF
IELD
AC
TIV
ITIE
S
Revised
MA
PS
1.602-2(a)P
olicy
Thefollow
ingpolicy
supersedesthe
currentpolicyin
MAPS
January2010,
paragraph1.602-
2(a):
1.602-2(D
FAR
S)
Authorized
representativesofthe
Contracting
Officer.
(a)C
ontractingO
fficer’sR
epresentative(C
OR
).The
CO
Rprovides
technicaldirection/clarification
andguidance
with
respecttothe
contractspecificationsor
statements
ofw
ork.
(1)A
uthority.C
OR
sare
responsibleto
theC
ontractingO
fficerforthose
actionsdelegated
bythe
Contracting
Officer
asspecifically
addressedin
theletter
ofappointment.
Inthe
performance
ofCO
Rduties,
theC
OR
doesnothave
theauthority
totake
anyaction,
eitherdirectly
orindirectly,
thatcouldchange
theprice/cost
orfee,quantity,
quality,scope,
deliveryschedule,
laborm
ix,or
otherterm
sand
conditionsofthe
contractand/ortask
order.O
nlythe
Contracting
Officer
hasthe
authorityto
make
suchchanges.
Any
authoritydelegated
toa
CO
Ris
notre-delegable.
(2)R
equiredE
xperienceand
Required
Training.
(i)P
riortoC
OR
nomination/appointm
ent,allexperience
requirements
listedin
Attachm
entAof
DP
AP
Mem
orandum,
Subi:D
oDS
tandardfor
Certification
ofContracting
Officer’s
Representatives
(CO
R)
forS
erviceA
cquisitions,dated
29M
arch2010
foreach
ofthethree
CO
Rcertification
typesm
ustbem
etforthecorresponding
CO
Rtype,
with
theexception
oftherequired
agencyexperience.
Ifapprovedby
theC
ontractingO
fficer,the
agencyexperience
requirementm
aybe
waived.
(ii)P
riortoC
OR
nomination/appointm
ent,alltraining
requirements
listedin
Attachm
entAof
DP
AP
Mem
orandum,
Subi:D
oDS
tandardfor
Certification
ofContracting
Officer’s
Representatives
(CO
R)
forS
erviceA
cquisitions,dated
29M
arch2010
foreach
ofthethree
CO
Rcertification
typesm
ustbem
etforthe
correspondingC
OR
certificationtype
beingrequested.
(A)For
CO
Rcertification
TypesB
andC,A
ttachmentA
oftheD
PA
Pm
emorandum
identifiesD
AUC
OR
222“or
equivalentcourse”
asa
requirementthatm
ustbefulfilled
beforea
CO
Rappointm
entcan
bem
ade.The
onlyapproved
equivalentforD
AUC
OR
222is
DAU
CLC
222.Therefore,
DAU
CO
R222
orD
AUC
LC222
mustbe
completed
byC
OR
nominees
priortoappointm
entby
theC
ontractingO
fficerforC
OR
certificationTypes
Band
C.
(B)For
CO
Rcertification
TypesA,
B,and
C,Attachm
entAofthe
DP
AP
mem
orandumidentifies
“DA
UC
OR
XX
X,
CO
Rin
theC
ontingencyE
nvironment,”
asa
requirementthat
mustbe
fulfilledbefore
aC
OR
appointmentcan
bem
adew
henthe
natureof
theC
OR
responsibilitiesw
illrequiresurveillance
ina
contingencyenvironm
ent.S
inceissuance
oftheD
PA
Pm
emorandum
,D
AUhas
developedand
made
availablecourse
DAU
CLC
206,titled
“Contracting
Officer’s
Representative
ina
Contingency
Environm
ent.”Therefore,
aC
OR
appointmentshallnotbe
made
forany
CO
Rcandidate
requiredto
meetthe
competency
“performsurveillance
ina
contingencyenvironm
ent,”unless
theC
OR
candidatehas
completed
DAU
CLC
206.
(3)A
ppointment.
(I)The
Contracting
Officer
shallappointaC
OR
forthe
contractactionsidentified
inD
EA
RS
PGI
201.602-2(i)(A
).
(ii)A
ppointment
ofonlyone
CO
Rper
contractis
authorized.A
ppointments
ofA
lternateC
OR
sorA
ssistantC
OR
sare
NO
Tauthorized.
How
ever,a
Contracting
Officer
may
designateTechnical
Representatives
toassistthe
CO
Rin
overseeingthe
Contractor’s
compliance
with
contractrequirem
ents.P
riorto
designation,Technical
Representatives
must
meetthe
same
trainingand
experiencesidentified
fortheC
OR
.
(iii)C
OR
sshallbe
nominated
andappointed
usingthe
proceduresin
CM
PG
1.4.
(4)E
valuationand
documentation.
Supplem
entingthe
normalm
onitoringofthe
CO
Rby
theC
ontractingO
fficer,the
Contracting
Officer
mustm
aintainan
activityfile
oneach
CO
Ras
apartofthe
contractfile.The
purposeofthis
fileis
torecord
andm
aintainthe
resultsof
reviews
conductedannually
bythe
Contracting
Officer
oftheC
OR
’scontract-related
activities.The
Contracting
Officer
mustannually
evaluateand
documentthe
performance
oftheC
OR
andprovide
acopy
ofthisevaluation
tothe
CO
R’s
organizationalhead.Ifthe
contractperform
anceperiod
isless
thanone
year,this
evaluationm
ustbe
conductedprior
tocontract
closeout.(5)T
ermination.
(i)The
appointmentofa
CO
Rrem
ainsin
effectthroughoutthelife
ofacontractand
isautom
aticallyterm
inatedupon
completion
oftheperiod
ofperformance
ofthecontract.
TheC
ontractingO
fficerm
ayterm
inatea
CO
Rappointm
entpriortocom
pletionofthe
periodof
performance
ofacontract
inany
ofthefollow
ingcircum
stances:
(A)The
CO
Rretires,
resigns,or
separatesfrom
Governm
entservices;
(B)The
CO
Rtransfers
oris
reassignedto
anew
assignment;
(C)
TheC
OR
willbe
absentfromservice
foran
extendedperiod
oftime;
or
(D)
TheC
OR
isotherw
iseunable
tofulfillthe
CO
A’s
responsibilities,as
outlinedin
theC
OR
’sappointm
entletter.
(ii)W
henterm
inatinga
CO
Rappointm
ent,the
Contracting
Officer
shallfollowthe
proceduresin
CM
PG
1.4.5.
Procedures
for
CO
RA
ssignments
1.4C
ontractingO
fficerR
epresentative(C
OR
)A
ssignment
Rarely
willa
Contracting
Officer
havethe
expertisein
allfacetsofevery
procurementhe
orsheadm
inistersto
ensurea
successfulcontract.To
assistin
thetechnical
monitoring
andadm
inistrationofa
contract,C
ontractingO
fficersm
ayappoint
qualifiedpersonnel,
known
asC
ontractingO
fficer’sR
epresentatives(C
OR
5),as
theirauthorizedrepresentatives.
AC
OR
actsas
thetechnical
liaisonbetw
eenthe
Marine
Corps
andthe
Contractor
regardingdevelopm
entoftheS
tatementO
fWork
and/orS
pecification,m
onitoringofcontractdeliverables,
andm
onitoringcontractexpenditures.
TheC
OR
’srole
isessential
incom
municating
potentialproblems
tothe
Contracting
Officerfor
mitigation
andim
mediate
diffusionbefore
asituation
becomes
problematic.
1.4.1D
etermining
ifaC
OR
isR
equired
A.The
Contracting
Officer
isrequired
toappointa
CO
Rfor
anyservice
contractthatm
eetsthe
requirements
ofD
FAR
SPG
I201
.602-2(i)(A).
B.The
Contracting
Officer
may
appointaC
OR
forany
contract,otherthan
thoseidentified
inD
EARS
PGI
201.602-2(i)(A
),w
henthe
Contracting
Officer
determines
thata
needexists.The
following
area
fewcircum
stancesw
hena
Contracting
Officer
may
decidethata
CO
Ris
necessary:
1.The
Governm
entm
ustclarify,define,
orgive
technicaldirectionon
acontract’s
Specification
orS
OW
;2.Task/D
eliveryO
rdersare
tobe
issuedagainsta
cost-reimbursem
ent(tim
eand
material,
labor-hour,
orcost
plusfee)
IndefiniteD
elivery(ID
)C
ontract;or
3.The
contractrequires
unusualmonitoring
andsurveillance
effortsbeyond
whatthe
Contracting
Officer
isreasonably
ableto
provide(e.g.,
mess
attendants,C
ontractorsupportactivities,and
comm
ercialactivities).
C.
Per
MA
PS
1.602-2(a)(3)(ii),appointmentof
onlyone
CO
Rper
contractis
authorized.A
ppointments
ofAlternate
CO
Rs
orAssistant
CO
Rs
areN
OT
authorized.H
owever,
aC
ontractingO
fficerm
aydesignate
TechnicalR
epresentativesto
assisttheC
OR
inoverseeing
thecontractor’s
compliance
with
contractrequirem
ents.
1.4.2N
ominating
aC
OR
A.W
hento
nominate
aC
OR
.D
EA
RS
PGI
201.602-2(i)(A
)requires
theC
ontractingO
fficertoappoint
aproperly
trainedC
OR
priortocontractaw
ard.H
owever,
itisin
theG
overnment’s
bestinterestto
appointa
CO
Rearly
inthe
acquisitionprocess
inorderto
takeadvantage
oftheC
OR
’sknow
ledgeduring
theplanning
andsolicitation
phases.Therefore,
theC
ontractingO
fficershould
appointaC
OR
duringthe
acquisitionplanning
phaseofthe
procurement.
B.O
ncethe
needfor
aC
OR
hasbeen
established,the
Contracting
Officer
shall:
1.Identify
theC
OR
certificationtype
(TypeA,Type
B,orType
C)
applicableto
thecontract
basedon
thenature
ofthew
ork/requirementoutlined
inA
ttachmentA
ofD
PA
PM
emorandum
of29M
arch2010;
and
2.N
otifythe
ProjectM
anagerthataC
OR
appointment
isrequired
fortheacquisition.
Includein
thenotification
adate
when
theC
OR
nomination
mustbe
receivedby
theC
ontractingO
fficer.
C.The
Project
Manager
isresponsible
foridentifying
aC
OR
candidateand
coordinatingw
iththe
CO
Rcandidate’s
supervisortoinitiate
theC
OR
nomination
process.
D.P
riortosubm
ittinga
CO
Rnom
inationto
theC
ontractingO
fficer,the
CO
Rcandidate’s
supervisorshall:
1.E
nsurethe
CO
Rcandidate
hasfulfilled
thetraining
andexperience
requirements
outlinedin
Attachm
entAof
DP
AP
Mem
orandumof29
March
2010forthe
applicableC
OR
certificationtype.
a.R
eviewthe
CO
Rcandidate’s
experienceand
assessw
hetheritm
eetsallofthe
requirements
fortheapplicable
CO
Rcertification
type.
i.Ifthe
CO
Rcandidate
hasm
etalloftheexperience
requirements
fortheapplicable
CO
Rcertification
type,proceed
toparagraph
D.1.b.
belowofthis
section(C
MPG
4.7.2).
ii.Ifthe
CO
Rcandidate
hasnot
metallofthe
experiencerequirem
entsfor
theapplicable
CO
Rcertification
type,discontinue
theC
OR
nomination
processforthis
CO
Rcandidate.
Informthe
CO
Rcandidate
ofeachrequirem
entthathas
notbeenm
etandthe
rationalew
hythe
requirement
hasnotbeen
met.
Also,inform
theP
rojectM
anagerthattheC
OR
candidatedoes
notm
eettherequirem
entsforthe
applicableC
OR
certificationtype
sothe
Project
Manager
canidentify
anotherC
OR
candidate.
b.R
equesttheC
OR
candidateprovide
certificatesdem
onstratingcom
pletionofthe
requiredtraining
coursesforthe
applicableC
OR
certificationtype.
c.O
ncethe
certificatesare
obtained:
i.V
erifythe
certificatesrepresentsuccessful
completion
oftherequired
trainingcourses
listedin
Attachm
entAof
DP
AP
Mem
orandumof29
March
2010forthe
applicableC
OR
certificationtype.
ii.R
eviewthe
certificatesto
identifythe
datesofcom
pletionforthe
requiredtraining
courses.C
ompare
thecom
pletiondates
with
therequirem
entsfor
refreshertrainingoutlined
inA
ttachmentA
ofD
PA
PM
emorandum
of29M
arch2010
fortheapplicable
CO
Rcertification
typeand
ensureadditionaltraining
isnot
required.
•Ifthe
CO
Rcandidate
hasm
etallofthetraining
requirements
fortheapplicable
CO
Rcertification
type,proceed
with
paragraphD
.2.below
ofthissection
(CM
PG4.7.2).
•Ifthe
CO
Rcandidate
hasnotm
etallofthetraining
requirements
fortheapplicable
CO
Rcertification
type,discontinue
theC
OR
nomination
processforthis
CO
Rcandidate.
Informthe
CO
Rcandidate
ofeach
requirementthat
hasnot
beenm
et.A
lso,inform
theP
rojectM
anagerthattheC
OR
candidatedoes
notmeetthe
requirements
fortheapplicable
CO
Rcertification
type.
2.U
sethe
attachedC
OR
Nom
inationLetterTem
plateto
developa
CO
Rnom
inationletter.
3.S
ubmitthe
completed
andsigned
CO
Rnom
inationletter,
includingalltraining
certificates,to
theC
ontractingO
fficerforconsideration,
andifappropriate,
appointmentofthe
CO
R.
1.4.3A
ppointinga
CO
R
A.U
ponreceiptofa
CO
Rnom
inationletter
andtraining
certificates,the
Contracting
Officer
shall:
1.C
ompare
theC
OR
nominee’s
experiencelisted
inthe
CO
Rnom
inationletterto
theexperience
requirements
outlinedin
Attachm
entAof
DP
AP
Mem
orandumof29
March
2010)forthe
CO
R
certificationtype
requestedto
determine
whether
allexperiencerequirem
entsforthe
CO
Rcertification
typerequested
havebeen
fulfilled.
2.C
ompare
theC
OR
nominee’s
completed
traininglisted
inthe
CO
Rnom
inationletterto
thetraining
certificatesand
thetraining
requirements
outlinedin
Attachm
entAofD
PAPM
emorandum
of29M
arch2010
forthe
CO
Rcertification
typerequested
todeterm
inew
hetheralltraining
requirements
forthe
CO
Rcertification
typerequested
havebeen
fulfilled.E
nsurethe
appropriaterefresher
traininghas
beencom
pleted,ifrequired.
3.Ifthe
CO
Rnom
ineehas
metallofthe
experienceand
trainingrequirem
entsforthe
CO
Rcertification
typebeing
requested,the
Contracting
Officer
may
proceedw
iththe
CO
Rappointm
ent.
4.Ifthe
CO
Rnom
ineehas
notm
etalloftheexperience
andtraining
requirements
forthe
CO
Rcertification
typebeing
requested,the
Contracting
Officer
shallnotifythe
CO
Rnom
ineeand
theC
OR
nominee’s
supervisorw
hichrequirem
ent(s)forthe
CO
Rcertification
typerequested
havenot
beenm
et.The
notificationshallinclude
therationale
why
therequirem
ent(s)have
notbeen
met.
Also,inform
theP
rojectM
anagerthattheC
OR
nominee
doesnot
meetthe
requirements
fortheapplicable
CO
Rcertification
type,so
theP
rojectManager
canidentify
anotherC
OR
candidate.
B.A
fterdeterm
ininga
CO
Rnom
ineew
illbeappointed,
theC
ontractingO
fficershall:
1.U
sethe
attachedC
OR
Appointm
entLetterTemplate
todraftthe
CO
Rappointm
entletter.The
CO
Rappointm
entletter
definesthe
scopeand
limitations
oftheC
OR
’sauthority,
asw
ellasthe
extentand
method
ofcontractm
onitoringappropriate
tothe
particularcontract
involved.P
ursuanttoD
FAR
S252.201-7000,
althoughthe
CO
Ris
appointedthe
authorityto
actonbehalfofthe
Contracting
Officer,
theC
OR
isnotauthorized
tom
akeany
comm
itments
orchangesthatw
illaffectprice,
quality,quantity,
delivery,orany
otherterm
orcondition
ofthecontract.
Details
regardingC
OR
responsibilitiesand
dutiesare
outlinedin
CM
PG
5.3.1.
2.Sign
thecom
pletedC
OR
appointmentletter.
3.P
rovidethe
signedC
OR
appointment
lettertothe
appointedC
OR
foracknow
ledgement
andacceptance.
C.U
ponreceiptofthe
CO
Rappointm
entletter,the
CO
Rshallacknow
ledgethe
CO
Rappointm
entby
signingthe
letter,and
sendthe
signedC
OR
appointment
letterto
theC
OR
’ssupervisorfor
acknowledgem
ent.
D.U
ponreceiptofthe
CO
Rappointm
entletter,theC
OR
’ssupervisor
shallacknowledge
theappointm
entby
signingthe
letterand
submitting
ittothe
Contracting
Officerfor
insertionin
thecontract
file.
E.The
Contracting
Officer
shallretain
thesigned
CO
Rappointm
entletter
inthe
contractfile,along
with
theC
OR
nomination
letterand
anyattachm
ents.
F.Ifthe
CO
Rappointm
entoccurs
duringthe
planningphase
oftheprocurem
ent,prior
toissuing
thesolicitation,
theC
ontractingO
fficershallinsertthe
CO
R’s
contactinform
ationin
thesolicitation.
IftheC
OR
isappointed
afterthe
solicitationis
issued,the
Contracting
Officer
shallinserttheC
OR
’scontact
information
inthe
contractpriorto
award.This
contactinform
ationcan
befound
inthe
CO
R’s
nomination
letter.G.
Ifanychanges
tothe
scopeand
limitation
oftheC
OR
’sauthority
occurduring
thelife
ofthecontract,the
Contracting
Officer
musteither
issuea
newappointm
entletter
oramend
theexisting
one.
1.4.4A
nnualCO
RE
valuation
A.As
requiredby
MAPS
1.602-2(a)(4),on
anannualbasis,
theC
ontractingO
fficershallevaluatethe
CO
R’s
contractrelated
activitiesand
providedocum
entationofthis
evaluationto
theC
OR
’sorganizationalhead.
Ifthecontract’s
periodofperform
anceis
lessthan
oneyear,
thisevaluation
shallbeconducted
priorto
contractcloseout.
B.In
addition,the
Contracting
Officer
may
performreview
softhe
CO
Rcontractfiles
onan
“asneeded”
basis.The
following
arecircum
stancesthatthe
Contracting
Officer
may
considerwhen
decidingw
hethera
reviewis
necessary:
1.Appointm
entofanew
CO
R.
2.C
ontractorreceiptofan
overallCP
AR
Srating
ofunsatisfactory
orm
arginal,orw
hena
Termination
forD
efaultis
beingcontem
plated.
3.Apattern
ofproblems
with
CO
Rperform
ancein
anyarea
ofresponsibility,
forexam
ple:
a.U
nauthorizedcom
mitm
ent;
b.U
ntimely/poor
qualitym
odificationofS
OW
sand/or
IndependentGovernm
entC
ostE
stimates
(IGC
Es);
c.Inadequate/non-existent
invoicereview
s;
d.U
ntimely/poor
qualityC
PA
RS
recomm
endations;
e.C
omplaints
regardingm
onitoringofcontractor
performance;
or
f.The
CO
Rhas
takenany
actionthat
resultsin
changeto
theprice/costorfee,
quantity,quality,
scope,delivery
schedule,labor
mix,
orotherterms
andconditions
ofthecontractand/ortask
order.C.
Contracting
Officers
may
requestthattheC
OR
complete
aC
OR
FunctionalR
eviewQ
uestionnaire(or
equivalent)in
supportof
hisor
herannualevaluationofC
OR
performance.
1.4.5T
erminating
aC
OR
A.The
appointmentofa
CO
Rrem
ainsin
effectthroughoutthelife
ofacontractand
isautom
aticallyterm
inatedupon
completion
oftheperiod
ofperformance
ofthecontract.
B.The
Contracting
Officer
may
terminate
aC
OR
appointmentpriorto
completion
oftheperiod
ofperform
anceifany
ofthecircum
stancesin
MA
PS
1.602-2(a)(5)(i)exist.
C.
Imm
ediatelyafter
ithasbeen
determined
thatoneofthe
circumstances
inM
APS1.602-
2(a)(5)(i)exists,
theC
OR
’ssupervisor
shallnotify
theC
ontractingO
fficerin
writing
ofthefollow
ing:
1.The
circumstance
regardingw
hythe
CO
Rappointm
entshouldbe
terminated;
and
2.The
enddate
oftheC
OR
appointment.
D.U
ponreceiptofnotification
thataC
OR
appointmentshould
beterm
inated,the
Contracting
Officer
shall:
1.N
otifythe
ProjectM
anagerthattheappointed
CO
Rforthe
contractw
illbeterm
inated,the
datethe
termination
willbe
effective,and
thata
newC
OR
mustbe
appointedprior
tothe
termination
date.
2.U
sethe
attachedC
OR
Termination
LetterTemplate
todrafta
CO
Rterm
inationletter.
3.Sign
thecom
pletedO
CR
termination
letterand
provideitto
theO
CR
foracknow
ledgement
andsignature.
E.U
ponreceiptofthe
OC
Rterm
inationletter,
theO
CR
shallacknowledge
theterm
inationby
signingthe
letterand
thensending
ittothe
OC
R’s
supervisorforacknow
ledgement.
F.U
ponreceiptofthe
OC
Rterm
inationletter,
theO
CR
’ssupervisor
shallacknowledge
theterm
inationby
signingthe
letterand
submitting
ittothe
Contracting
Cfficerfor
insertionin
thecontractfile.
G.
Upon
receiptoftheO
CR
termination
letter,the
Contracting
Cfticer
shallretain
thesigned
copyin
thecontractfile.
DEPAR
TMEN
TO
FTH
EN
AVY‘/
HE
AD
QU
AR
TER
SU
NITE
DS
TATE
SM
ARIN
EC
OR
PS
—2
NAVY
AN
NE
X
(Use
Lo
:aIL
:tteth
ea
d:h
:ap
pli:a
ble
)IN
RE
PLY
RE
FE
RT
O
CO
RN
omination
LetterT
emplate
Tem
plateV
ersionA
ugust2010
Tailorallaspects
ofthis
template
tothe
individualacquisitionand
ensurethatany
template
areasproviding
sample
languageor
instructions(e.g.
italicizedand/or
redlanguage)
aredeleted
prio
rto
submitting
thisletter.
ME
MO
RA
ND
UM
From:
Inserttitleo
fCO
Rnom
inee’ssupervisor
To:C
ontractingO
fficerforinsert
‘~O
LlClT
AT
lON
”or“C
ON
TR
AC
T”
insertsolicitationor
contractnumber
SU
BJ:
NO
MIN
ATIO
NO
FC
ON
TRA
CTIN
GO
FFICE
R’S
RE
PR
ES
EN
TATIV
E(C
OR
)FO
Rinsert
“SO
LICIT
AT
ION
”or‘O
ON
TR
AC
T”insertsolicitation
orcontractnum
ber
Ref:
(a)D
EA
RS
201.6C
ontractingA
uthorityand
Responsibilities
(b)FA
R37.1
Service
Contracts
1.N
omination
ofIndividual.
Thefollow
ingindividualis
herebynom
inatedfor
CO
Rcertification
Typeindicate
thetype
ofC
OR
certificationrequested
basedon
thethree
typeslisted
inD
PA
PM
emorandum
of29
March
2010,in
orderto
performthe
CO
Rduties
onthe
contractidentifiedbelow
:
a.C
OR
Nom
inee:
(1)C
OR
Nom
inee’sN
ame:
InsertCO
Rnom
inee’snam
e.(2)
CO
RN
ominee’s
Com
pleteO
fficeS
ymbol:
InsertCO
Rnom
inee’scom
pleteoffice
symbol.
(3)C
OR
Nom
inee’sTelephone
Num
ber:InsertC
OR
nominee’s
telephonenum
ber.(4)
CO
RN
ominee’s
EmailA
ddress:InsertC
OR
nominee’s
emailaddress.
b.C
ontractInform
ation:
(1)S
olicitation/Contract
Num
ber:In
accordancew
ithD
FAR
SP
GI201.602-2(i)(A
),a
CO
Rshallbe
appointedin
writing
prio
rto
contractaward.
Accordingly,
insertthesolicitation
number.
How
ever,ifthis
CO
Rnom
inationis
beingsubm
ittedduring
theacquisition
planning/acquisitionstrategy
phaseand
thesolicitation
numberis
notyetavailable,inserta
statementin
thislocation
similar
tothe
following:
“This
nomination
isbeing
submitted
attheacquisition/acquisition
strategyphase
ofthe
procurementand
thesolicitation
numberis
notyetavailable.”
Ifthisnom
inationis
beingsubm
ittedafter
contractaward
becausea
replacementC
OR
isrequired,
insertthecontractnum
ber.(2)
Title:Insertthe
titleo
fthesolicitation/contract.
(3)D
escription:Inserta
brie
fdescriptiono
ftheacquisition.
(4)P
eriodof
Perform
ance:Ifthe
contracthasn
otbeen
awarded,
ide
ntify
thecontract
periodo
fperformance,
includingalloption
years,as
statedin
thesolicitation.
Ifthecontract
hasbeen
awarded,
ide
ntify
theend
ofthe
periodo
fperformance
forthe
currentcontractyearand
anyoption
periodso
fpeorm
ance.
(5)D
oesthis
contractrequirethe
CO
Rto
performduties
ina
contingencyenvironm
ent?Indicate
“Ye
s”or
“No
”based
onthe
requirements
ofthe
contract.
c.C
OR
Certification
TypeR
equested
(1)C
OR
Certification
TypeR
equested:Insert
“Type
A,”
“Type
B,”
or“T
ypeC
,”based
onthe
threeC
OR
certificationtypes
listedin
DP
AP
Mem
orandumo
f29M
arch2010.
(2)N
atureofW
ork/Requirem
ents:The
firstblo
cko
fAttachm
entAo
fDP
AP
Mem
orandumo
f29
March
2010identifies
thenature
ofthe
work
requirementfor
thespecific
CO
Rcertification
typebeing
requested.E
xplainin
detailhowthis
contractfitsthatw
ork/requirement.
2.Q
ualificationsofC
OR
Nom
inee.
a.Training.
Thefollow
ingdem
onstrateshow
CO
Rnom
inee,insert
CO
Rnom
inee’snam
e,has
fulfilledthe
trainingrequirem
entsoutlined
inA
ttachmentA
ofD
PA
PM
emorandum
of29M
arch2010,
blocktitled,
“Experience/Training
Requirem
ents,”for
CO
Rcertification
Typeindicate
thetype
of
CO
Rcertification
requested.
Inthe
tablebelow
,list
therequired
Training
andR
efresherT
raining(ifapplicable)
coursesliste
din
Attachm
entAo
fDP
AP
Mem
orandumo
f29M
arch2010,
blocktitled
“Experience/T
rainingR
equirements,”
forthe
CO
Rcertification
typerequested.
Using
thetable
below,
foreach
courseindicate
whether
thetraining
isthe
initia
ltrainingor
refreshertraining,
thecourse
number,
thecourse
title,the
number
ofhours
requiredfo
rcom
pletiono
fthecourse
basedon
theD
AU
descriptiono
fthecourse,
anddate
ofcom
pletion.
Ifparagraph1.b.(5)
was
marked
with
a“ye
s,”as
requiredby
MA
PS
1.602-2(a)(2)(ii)(B),
DA
UC
LC206,
titled
“Contracting
Officer’s
Representative
ina
Contingency
Environm
ent,”mustbe
completed
prio
rto
aC
OR
appointment.
Course
.N
umber
ofD
ateC
ompleted
Initial/Refresher
Course
Title
Num
berH
ours(D
ay/Month/Y
ea,)Indicate
“Initia
l”F
illinF
illincourse
Fillin
#o
fF
illindate
of
or“R
efresher”course
#title
hourscom
pletionIndicate
“Initia
l”F
illinF
illincourse
Fillin
#o
fF
illindate
of
or“R
efresher”course
#title
hourscom
pletionIndicate
“Initia
l”F
illinF
illincourse
Fillin
#o
fF
illindate
of
or“R
efresher”course
#title
hourscom
pletion
b.E
xperience.The
following
demonstrates
howC
OR
nominee,
insertC
OR
nominee
snam
e,has
fulfilledthe
experiencerequirem
entsoutlined
inA
ttachmentA
ofD
PAPM
emorandum
of29M
arch2010,
blocktitled,
“Experience/Training
Requirem
ents,”for
CO
Rcertification
Typeindicate
thetype
ofC
OR
certificationrequested.
(1)A
gencyE
xperience.
(a)The
minim
umagency
experiencerequired
forC
OR
certificationType
indicatethe
typeo
fC
OR
certificationrequested
isinsertthe
minim
umagency
experiencerequired
for
the
applicableC
OR
certificationtype
basedon
them
inimum
agencyexperience
requirement
listed
inA
ttachmentA
ofD
PA
PM
emorandum
of29
March
2010,block
titled,“E
xperiencelTraining
Requirem
ents.”
(b)Ifthe
minim
umagency
experiencerequirem
enthasbeen
met,
deleteparagraph
2.b.(1)(c)below
andcom
pleteand
insertthefollow
ingstatem
ent:‘O
CR
nominee,
insertC
OR
nominee’s
name,
hasm
etthem
inimum
agencyexperience
requiredforType
indicatethe
typeo
fC
OR
certificationrequested
CO
Rcertification
bycom
pletingindicate
theam
ountoftim
ethe
CO
Rnom
ineehas
worked
with
theagency
(e.g.9
months,
5years,
however
longthe
CO
Rnom
ineehas
beenw
iththe
agency)with
theagency.”
(c)Ifthe
minim
umagency
experiencerequirem
enthasn
otbeen
metand
therequirem
entisbeing
waived,
deleteparagraph
2.b.(1)(b)above
andcom
pleteand
insertthefollow
ing:(i)C
OR
nominee,
insertCO
Rnom
inee’snam
e,has
notm
etthem
inimum
agencyexperience
requiredfor
CO
Rcertification
Typeindicate
thetype
ofC
OR
certificationrequested.
How
ever,the
nominee
isconsidered
tohave
sufficientexperience
forperform
ingthe
requiredduties
forthe
contractidentified
inparagraph
1.b.above.
Therefore,as
permitted
byA
ttachmentA
ofD
PA
PM
emorandum
of29M
arch2010,
blocktitled,
“Experience/Training
Requirem
ents,”the
minim
umagency
experiencerequirem
entis
herebyw
aived.
(ii)R
ationalefor
Waiving
Agency
Minim
umE
xperienceR
equirement.
Drafta
paragraphnarrative
thatdescribeshow
theC
OR
candidate’sexperience
issufficient
forpeorm
ingthe
requiredduties
for
thecontractidentified
inparagraph
1.b.above,
andw
hyw
aivingthe
minim
umagency
experiencerequirem
entw
ouldnotim
pacttheC
OR
candidate’sabilities
toperform
theapplicable
CO
Rduties.
Any
amounto
ftime
theC
OR
candidatehas
worked
for
theorganiztion
may
beidentified
hereto
indicatethe
CO
Rcandidate
hassom
eknow
ledgeo
ftheagency.
(2)G
eneralandTechnical
Experience.
(a)C
OR
nominee,
insertC
OR
nominee
snam
e,has
sufficientrelevantgeneraland
technicalexperiencethatdem
onstratesthe
CO
Rnom
ineew
illbeable
tosuccessfully
fulfilltheC
OR
responsibilities,forthe
acquisitionidentified
inparagraph
1.b.above,
comm
ensuratew
iththe
natureofw
orkfor
CO
Rcertification
Typeindicate
thetype
ofC
OR
certificationrequested.
(b)D
rafta1-2
paragraphnarrative
thatdem
onstrateshow
theC
OR
nominee
hassu
fficien
trelevantgeneralandtechnicalexperience
tosuccessfully
fulfillhis/her
CO
Rresponsibilities.
Thegeneraland
technicalcompetency
topicsidentified
inA
ttachmentA
of
DP
AP
Mem
orandumo
f29M
arch2010,
blo
cktitled,
“Required
Com
petencyT
opics,”sh
ou
ldbe
addressedin
orderto
demonstrate
theC
OR
nominee’s
experience.
3.con
Nom
ineeS
upervisor’sC
ertification.
a.In
accordancew
ithA
ttachment
1of
Deputy
Secretary
ofD
efensem
emorandum
of22A
ugust2008,
I,theC
OR
nominee’s
supervisor,certify
thefollow
ing:
(1)The
CO
Rnom
ineew
illbeafforded
necessaryresources
(suchas
time,
supplies,equipm
ents,and
training)to
performthe
designatedC
OR
functions;
(2)The
CO
Rnom
ineeand
Iunderstandthe
importance
ofperformance
ofthedesignated
functions;and
(3)The
CO
Rnom
inee’sperform
anceofdesignated
functionsw
illbeaddressed
aspartofthe
CO
R’s
performance
assessments.
b.D
oD5500.7-R
statesthe
basisfo
rdeterm
iningthe
needfo
rfilin
gan
OG
E450,
ConfidentialF
inancialDisclosure
Report.
Theperson
nominating
theC
OR
isrequired
tocertify
thatthenom
ineeis
incom
pliancew
ithD
oD5500.7-R
andthe
Procurem
entIntegrityA
ct(FA
R3.104).
(1)Ifan
OG
E450
isrequired,
insertthefollow
ingstatem
entanddelete
paragraph3.b.(2)
below:
I,theC
OR
nominee’s
supervisor,certify
thatinsertC
OR
nominee’s
name
isin
compliance
with
DoD
5500.7-Rand
theP
rocurement
IntegrityAct,
hasfiled
anO
GE
450,and
thereis
noconflict
ofinterestor
apparentconflictofinterestinterfering
with
thisnom
ination.
(2)Ifan
OG
E450
isnotrequired,
insertthefollow
ingstatem
entanddelete
paragraph3.b.(a)
above:I,the
CO
Rnom
inee’ssupervisor,
certifythatinsert
CO
Rnom
inee’snam
eis
incom
pliancew
ithD
oD5500.7-R
andthe
Procurem
entIntegrity
Act,is
notrequired
tofile
anO
GE
450,and
thereis
noconflictofinterestor
apparentconflictofinterest
interferingw
iththis
nomination.
Inthe
signatureblock
below,
Insertprin
ted
name,
title,and
phonenum
bero
ftheC
OR
nominee’s
supervisor,and
obtainsignature
anddate
ofsignature.
Signature
ofCO
RN
ominee’s
Supervisor
Date
Nam
eofC
OR
Nom
inee’sS
upervisorP
hone#
TitleofC
OR
Nom
inee’sS
upervisor
Copy
To:O
fficialC
ontractFile
Project
Manager
Cognizant
DC
MA
(onlyinclude
thisifapplicable)
DEPAR
TMEN
TO
FTH
EN
AVY~
i77~H
EA
DQ
UA
RTE
RS
UN
ITEDS
TATE
SM
AR
INE
CO
RPS
-2
NAVY
AN
NE
X
-(U
seL
o:a
IL:tte
the
:dw
he
::pp
Ii:ab
le)
INR
EP
LYR
EF
ER
TO:
CO
RA
ppointment
LetterT
emplate
Tem
plateV
ersionA
ugust2010
Tailorallaspects
ofthis
template
tothe
individualacquisitionand
ensurethatany
template
areasproviding
sample
languageor
instru
ction
s(e.g.
italicizedand/or
redlanguage)
aredeleted
prio
rto
submitting
thisletter.
ME
MO
RA
ND
UM
From:
Contracting
Officer
forinsert
SO
LICITA
TION
”or‘C
ON
TR
AC
T”insertsolicitation
orcontractnum
berTo:
InsertC
OR
’snam
e
SU
BJ:
AP
PO
INTM
EN
TO
FC
ON
TRA
CTIN
GO
FFICE
R’S
RE
PR
ES
EN
TATIV
E(C
OR
)FO
Rinsert
‘SO
LICIT
AT
ION
”or
“CO
NT
RA
CT
”insertsolicitationor
contractnumber
Ref:
(a)C
OR
Nom
inationLetter
ofinsertdate
ofC
OR
Nom
inationLetter
(b)D
EARS
201.6C
ontractingA
uthorityand
Responsibilities
(c)FAR
37.1S
erviceC
ontracts
1.In
accordancew
ithreference
(a)and
pursuanttoreference
(b),insertC
OR
nominee
snam
eis
herebyappointed
asthe
Contracting
Officer’s
Representative
(CO
R)
forthe
subjectacquisition.
Thisappointm
entis
effectiveinsert
“imm
ediately”or
thedate
theappointm
entis
effective(T
ypiciallythe
effectivedate
shouldbe
imm
ediatelysince
theC
OR
shouldbe
involvedw
iththe
acquisitionprocess
asearly
aspossible.
How
ever,ifthe
CO
Rbeing
appointedis
replacinga
previousC
OR
,itm
aybe
necessaryto
insertaan
effectivedate
thenew
CO
Rw
illassume
theC
OR
responsibilities.)The
CO
Rm
ayonly
performthe
functionsstated
herein.
2.Y
ouare
authorizedby
thisappointm
enttotake
actionw
ithrespectto
thefollow
ing:
Tailor
thefollow
ingas
applicableto
meetspecific
CO
Rappointm
entrequirements.
a.V
erifythatthe
Contractor
performs
thetechnical
requirements
ofthecontractin
accordancew
iththe
contractterms,
conditions,S
pecifications,inserteither
‘Statem
ento
fW
ork(S
OW
)‘o
rP
erformance
Work
Statem
ent(PW
S),“and
theQ
ualityA
ssuranceS
urveillancePlan
(QA
SP
).Im
mediately
comm
unicateany
deficienciesto
theC
ontractingO
fficer.
b.Issuing
TechnicalD
irectionLetters
(TDLs)
asrequired
toclarify,
define,or
providetechnical
instructionsrelating
tothe
taskscontained
inthe
inserteither“P
WS
”or
“SO
W”.
Work
with
theP
rojectOfficer
todraftthe
TDL
andpresentto
theC
ontractingO
fficerforapproval,
unlessdelegated
authorityfor
suchapproval.
Theunderstanding
reached,orthe
technicaldirectiongiven,
must
beform
alizedin
writing
andcopies
providedto
theC
ontractingO
fficer.E
nsureTD
Lsdo
notinclude
newterm
s,agreem
ents,
orcom
mitm
entsw
iththe
Contractor
thatwillserve
tom
odifythe
terms
andconditions
ofthe
contract.M
onitorprogress
againsttheany
issuedTD
L.
c.R
eview,
inspect,and
acceptinsert
“service
s”and/or
“deliverables”when
completed.
Perform
,or
causeto
beperform
ed,inspections
necessaryin
connectionw
ithparagraph
2.a.and
verifythatthe
Contractor
hascorrected
alldeficiencies.P
erformacceptance
forthe
Governm
entofservicesperform
edunder
thiscontract.
d.M
aintainliaison
anddirectcom
munications
with
theC
ontractor.W
rittencom
munications
with
theC
ontractorand
otherdocum
entspertaining
tothe
contractshallbesigned
as“C
ontractingO
fficer’sR
epresentative”and
acopy
shallbefurnished
tothe
Contracting
Officer.
Docum
entationshallbe
providedto
theC
ontractingO
fficerforany
significantactions
taken.
e.M
onitorthe
Contractor’s
progress,costs,
andquality
ofperformance;
notifythe
Contractor
ofdeficienciesobserved
duringsurveillance
anddirect
appropriateaction
toeffectcorrection.
Record
andreportto
theC
ontractingO
fficerincidents
offaultyor
nonconforming
work,
delaysor
problems.
Trackfunding
throughoutthelife
ofthecontract/orders.
Inaddition,
submita
monthly
reportconcerningperform
anceofservices
renderedunder
thiscontract.
f.C
oordinatesite
entryfor
Contractor
personnel,and
ensurethatany
Governm
entFurnished
Property
(GFP
)is
availablew
henrequired.
g.R
eviewand
certifythe
Contractor’s
invoices(in
Wide
Area
Work
Flow)
toensure
thatw
orkcited
hasbeen
performed
andthat
laborhours,
materials,
andtravelcharged
areconsistentand
reasonablefor
theeffortcom
pletedduring
theperiod
coveredby
theinvoice.
h.P
romptly
notifythe
Contracting
Officer
when
thereare
inconsistenciesbetw
eenw
orkactually
performed
bythe
Contractor
andperform
anceclaim
edon
invoices,as
wellas
anyinefficiencies
oftheC
ontractor.
i.P
reparea
qualitynarrative
andrating
onthe
Contractor’s
performance.
Provide
feedbackto
supporttheC
ontractingO
fficerw
iththe
Contractor
Perform
anceA
ssessment
Reporting
System
(CP
AR
S)
processfor
collectionofpast
performance
information
usedin
sourceselection
evaluations.
Insertthefollow
ingifthe
contractspecifiesa
labormix/levelo
feffo
rt
j.M
onitorthe
actuallaborm
ix/levelofeffortexpended
andperiodically
reportsignificantdifferences
between
thecontracted
andactualincurred
laborm
ix/levelofeffortexpended
tothe
Contracting
Officer.
Insertthefollow
ingw
herew
orkunder
acontractis
assignedby
taskorder
ordelivery
order:
k.Track
performance,
laborhours
andm
ixordered,
andlabor
hoursand
mix
expendedby
individualorders.
3.Y
ouare
notempow
eredto
award,
agreeto
orsign
anycontract(including
deliveryorders)
orcontract
modification
orin
anyw
ayto
obligatethe
paymentofm
oneyby
theG
overnment.
You
may
nottakeany
actionw
hichm
ayaffectcontractor
deliveryorder
schedules,fundsor
scope.Allcontractualagreem
ents,com
mitm
entsor
modifications
which
involveprice,
quantity,quality,
deliveryschedules,
laborm
ix,or
otherterm
sand
conditionsofthe
contractmust
bem
adeby
theC
ontractingO
fficer.Y
oum
aynotdisclose
sourceselection
orproprietary
information,
provideany
budgetaryinform
ationto
theC
ontractor,allow
/authorizepersonalservices,
or
interferew
iththe
Contractor’s
personnelpracticesor
organizedlabor.
Youm
aybe
personallyliable
forunauthorized
acts.Y
oum
aynot
re-delegateyour
CO
Rauthority.
4.This
CO
Rappointm
entshallrem
ainin
effectthroughthe
lifeofthe
contract,unless
soonerterm
inatedin
writing
bythe
Contracting
Officer.
Ifyouare
toresign,
betransferred
orreassigned
toa
newassignm
ent,w
illseparatefrom
Governm
entservice,w
illbeabsentfrom
servicefor
anextended
periodoftim
e,or
willotherw
isebe
unableto
fulfilltheC
OR
dutieslisted
herein,you
mustprovide
yoursupervisor
andthe
Contracting
Officer
with
sufficientnotification
inadvance
oftheeventcausing
theterm
inationin
orderto
permittim
elyselection
andappointm
entofa
successorC
OR
.Ifthis
appointmentis
terminated
forany
reasonbefore
completion
ofthiscontract,
turnyour
recordsover
tothe
successorC
OR
orobtain
dispositioninstructions
fromthe
Contracting
Officer.
5.Y
ouare
requiredto
maintain
adequaterecords
tosufficiently
describethe
performance
ofyour
dutiesas
aC
OR
duringthe
lifeofthis
contractandto
disposeofsuch
recordsas
directedby
theC
ontractingO
fficer.A
tam
inimum
,the
CO
Rfile
mustcontain
thefollow
ing:
a.A
duplicatecopy
oftheC
OR
nomination
andappointm
entletters.
b.D
ocumentation
supportingcom
pletionofC
OR
training,including
requiredrefresher
training.
c.A
copyofthe
procurement
request(s).
d.A
copyofthe
Requestfor
Proposaland
allamendm
ents.
e.A
copyofthe
Contractor’s
technicalproposal.
f.C
opiesof
preaward
correspondence.
g.A
copyofthe
contract,task/delivery
orders,and
allmodifications.
h.A
copyof
eachissued
TDL.
i.A
copyofallcorrespondence
with
theC
ontractor,C
ontractingO
fficerand/or
Ordering
Officer,
andother
Governm
entofficials
involvedin
thecontract
and/ordelivery/task
ordersuch
asthe
Adm
inistrationC
ontractingO
fficer(A
CO
).
j.A
recordallG
overnment
FurnishedP
roperty(G
FP),
thedate
providedto
theC
ontractor,and
thecondition
oftheproperty
when
provided.
k.A
copyofthe
ContractA
dministration
Plan(ifapplicable).
I.C
opyofeach
DD
Form254,
Security
Specification
(ifapplicable).
m.
Nam
e,position
title,phone
number
andfunction
ofeveryG
overnmentperson
who
isproviding
technicaloradm
inistrativeassistance
(e.g.,D
CM
Arepresentative).
n.C
ontactinformation,
responsibilities,and
limitations
ofeachTechnical
Representative
(TR),
ifassigned.
o.A
surveillanceplan
describingw
hen,w
here,and
howsurveillance
isaccom
plishedand
howthe
resultsw
illbeused
(Quality
Assurance
Surveillance
Plan(Q
AS
P),
ifapplicable).
p.C
opiesofthe
minutes
andlistofattendees
foreach
contractrelated
meeting.
q.C
opiesoftest
reports(ifapplicable).
3
r.R
ecordof
unforeseeablesituations,
conditions,A
ctsofG
od,etc.,
andany
actionstaken
tom
inimize
adverseconsequences.
s.A
ticklersystem
showing
allduedates
andm
ilestoneevents.
t.A
copyofallC
ontractorperform
ancereports,
includingC
PA
RS
reports,ifapplicable.
u.D
escriptionsofC
ontractorperform
anceor
provisionaldeficienciesand
stepstaken
tocorrectthem
.
v.A
systemofdocum
entingalllabor
hours,costs,
traveldollarsauthorized
andexpended.
w.C
opiesofallinvoices
andreceiptdocum
entsprocessed
fromthe
Contractor.
x.C
opiesofallreceipts
andacceptance
documents
processed.
y.R
ecordofoverallC
ontractorperform
anceevaluation
attheend
ofthecontractor
deliver/taskorder.
z.Letter
terminating
CO
Rappointm
ent(ifapplicable).
aa.M
inutesofthe
Contracting
Officer’s
debriefingofthe
CO
Ratthe
endofthe
contract.
bb.P
honecalls
andM
emoranda
forR
ecord(M
FR).
6.A
tthetim
eofcontractcom
pletion,the
CO
Rfile
containingallC
OR
recordsshallbe
forwarded
tothe
Contracting
Officerfor
retentionin
thecontractfiles.
7.Allpersonnelengaged
incontracting
andrelated
activitiesshallconduct
businessdealings
with
industryin
am
annerabove
reproachin
everyaspectand
shallprotecttheU
.S.G
overnment’s
interests,as
wellas
maintain
itsreputation
forfairand
equaldealingsw
ithall
Contractors.
JointE
thicsR
egulation,D
oD5500.7-R
,sets
forthstandards
ofconductforall
personneldirectlyand
indirectlyinvolved
incontracting.
8.A
CO
Rw
hom
ayhave
directorindirectfinancialinterests
which
would
placethe
CO
Rin
aposition
where
thereis
aconflictbetw
eenthe
CO
R’s
privateinterests
andthe
publicinterests
ofthe
United
States
shalladvisethe
CO
R’s
supervisorand
theC
ontractingO
fficerofthe
conflictso
thatappropriateactions
may
betaken.
CO
Rs
shallavoidthe
appearanceofa
conflictofinterest
inorder
tom
aintainpublic
confidencein
theU
.S.G
overnment’s
conductofbusiness
with
theprivate
sector.
9.Y
ouare
requiredto
acknowledge
receiptofthisappointm
entbysigning
thisletter
andreturning
ittothe
Contracting
Officer.
Your
signaturealso
servesas
certificationthatyou
haveread
andunderstand
thecontents
ofD
oD5500.7-R
.
10.P
ursuanttothe
Prom
ptP
aymentA
ct(FA
R32.9),
youare
requiredto
forward
correctlycom
pletedacceptance/receiving
documents
tothe
payingoffice
identifiedin
thecontract
nolater
thanfive
(5)w
orkingdays
afterreceiptand
acceptanceofgoods
and/orservices.
Failureto
supplyany
requiredacceptance/receiving
documentation
within
thistim
eframe
may
subjecttheG
overnmentto
interestpenalties
andresult
incharge
backofany
interestpaid
tothe
Requiring
Activity’s
operatingfunds.
Inserttypednam
eC
ontractingO
fficer
4
CO
RA
CK
NO
WLE
DG
EM
EN
T/AC
CE
PTA
NC
EO
FA
PP
OIN
TME
NT:
Iunderstandm
ytechnicalduties
andlim
itationsofC
OR
,as
assignedby
thisC
OR
appointment
letter.Iacceptthe
appointment
asC
OR
fortheacquisition
identifiedin
thesubject
blockabove.
Signature
ofAppointed
CO
RD
ate
Printed
Nam
e&
TitleofA
ppointedC
OR
CO
RS
UP
ER
VIS
OR
’SA
CK
NO
WLE
DG
EM
EN
TO
FC
OR
AP
PO
INTM
EN
T:
Iacknowledge
andconcur
with
thisC
OR
appointment.
Signature
ofAppointed
CO
R’s
Supervisor
Date
Printed
Nam
e&
TitleofA
ppointedC
OR
’sS
upervisor
Copy
To:Contracting
Officer
(forcontractfile)
CO
R(for
CO
Rfile)
CO
RS
upervisorC
ognizantD
CM
A(only
includethis
ifapplicable)P
rojectM
anager
DE
PA
RTM
EN
TO
FTH
EN
AV
YH
EA
DQ
UA
RTE
RS
UN
ITEDS
TATE
SM
AR
INE
CO
RPS
2N
AVYA
NN
EX
WA
SH
ING
TON
,DC
20380-1775IN
RE
PLY
RE
FE
RT
O:
(Use
LocalLetterheadas
applicable)
CO
RT
ermination
LetterT
emplate
Tem
plateV
ersionA
ugust2010
Tailorallaspects
ofthis
template
tothe
individualacquisitionand
ensurethatany
template
areasproviding
sample
languageor
instructions(e.g.
italicizedand/or
redlanguage)are
deletedp
rior
tosubm
iing
thisletter.
ME
MO
RA
ND
UM
From:
Contracting
Officerfor
insert“S
OLIC
ITA
TIO
N”or
‘CO
NT
RA
CT
”insertsolicitation
orcontractnum
berTo:
InsertCO
R’s
name
SU
BJ:
TER
MIN
ATIO
NO
FC
ON
TRA
CTIN
GO
FFICE
R’S
RE
PR
ES
EN
TATIV
E(C
OR
)A
PP
OIN
TME
NT
FOR
insert“S
OLIC
ITA
TIO
N”or
“CO
NT
RA
CT
”insert
solicitationor
contractnumber
Ref:
(a)C
OR
Appointm
entLetter
ofinsertdate
ofC
OR
Appointm
entLetter
Inaccordance
with
reference(a),
insertC
OR
’snam
e’sappointm
entasthe
Contracting
Officer’s
Representative
(CO
R)
forthe
subjectacquisitionis
herebyterm
inated.This
iseffective
inse
rtthedate
theterm
inationis
effective.Y
ouare
requiredto
transferallofyour
recordsto
thein
sert
“successorC
OR
”or
“Contracting
Officer”
nolater
thanthe
effectivedate
oftheterm
ination.
Inserttypednam
eC
ontractingO
fficer
CO
RA
CK
NO
WLE
DG
EM
EN
TO
FC
OR
TER
MIN
ATIO
N:
Iacknowledge
theterm
inationofm
yappointm
entasC
OR
forthe
acquisitionidentified
inthe
subjectblock
above.
Signature
ofCO
RD
ate
Printed
Nam
e&
TitleofC
OR
CO
RS
UP
ER
VIS
OR
’SA
CK
NO
WLE
DG
EM
EN
TO
FC
OR
TER
MIN
ATIO
N:
Iacknowledge
andconcurw
iththis
CO
Rterm
ination
Signature
ofCO
R’s
Supervisor
Date
Printed
Nam
e&
TitleofC
OR
’sS
upervisor
Copy
To:Contracting
Officer
(forcontractfile)
CO
Rfile
CO
RS
upervisorC
ognizantD
CM
A(only
includethis
ifapplicable)P
rojectM
anager