Docstoc

OJT PLAN 5-24-2011

Document Sample
OJT PLAN 5-24-2011 Powered By Docstoc
					                                                  ON-THE-JOB-TRAINING (OJT) PLAN - CONTRACTING
1. Employee Name:                                                      2. Organization

3. Present Position Title:                 Contracts Intern            4. Period Covered                          1/1/2011 through 12/31/2011

5. Pay Plan, Series and Grade:             GS-07, 1102                 6. Review Date (recommend semi-annual):    1-Apr-2011

7. Short Range Career Goals:               DAWIA Level I Certified     8. Long Range Career Goals:                DAWIA Level III Certified




         9. SIGNATURES VERIFY AGREEMENT TO THE OJT PLAN and ACHIEVEMENT OF OJT FOR CERTIFICATION
PLAN INITIATION                                                        PLAN INITIATION

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




OJT Achieved for Level I Certification                                 OJT Achieved for Level I Certification

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




OJT Achieved for Level II                                              OJT Achieved for Level II Certification

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




PLAN REVIEW AND UPDATE                                                 PLAN REVIEW AND UPDATE

Employee Signature & Date:                                             Supervisor Name, Signature & Date:




OJT Achieved for Level III Certification                               OJT Achieved for Level III Certification

Employee Signature & Date:                                             Supervisor Name, Signature & Date:
                                                                                    ON-THE-JOB TRAINING (OJT)

                                                                                   INSTRUCTIONS AND GUIDANCE

This OJT Plan is set up to follow the 28 Technical Competencies and the Professional Competency Technical Elements for the Contracting Career Field. This is not a how-to guide or checklist to
contracting. The competencies listed in this OJT Plan will help new, inexperienced entrants in the contracting workforce develop the necessary skill base needed to function effectively in contracting.
While individuals may acquire a broader range of expertise, these competencies outline sample tasks that align to the competencies. All tasks will be identified by the employee's
component/agency/service. This OJT Plan is established to help point both the supervisor and employee in the right direction of demonstrating an understanding of the contracting competencies. It
provides supervisors and reviewers a starting point in drafting the knowledge, skills, and abilities required in the Contracting Career Field that employees must learn to gain the competence to perform
their jobs at a high level and sustain expertise in the Contracting Career Field.


Supervisors must spend quality time with the employee to ensure appropriate tasks for specific job assignments are identified and agreed to within this Plan. This OJT Plan must be signed off by both
the supervisor and employee. Signing off on the Plan indicates that assigned tasks have been completed and that the employee has demonstrated an understanding of how to perform those tasks.


STRUCTURE OF OJT PLAN: This OJT Plan contains a Title page, this Instruction and Guidance page, an Acronym page, 28 Contracting Competency pages, and a Professional Competency page.
The employee and supervisor must complete the Title Page and all Competency Pages together. The supervisor must take the time to go over each applicable task with the employee, as well as
including additional tasks that are not currently listed as a "Sample Task". Every "Sample Task" in this Plan must be addressed as required for Levels I-III or "Not Applicable". Also, the supervisor,
reviewer, contracting officer, mentor, etc. can add additional tasks specific to the employee's job position.

The Acronym page spells out all acronyms within this OJT Plan

This OJT Plan shall be established upon entrance on duty of a new, inexperienced employee. It is recommended to be reviewed at least semi-annually with the employee, as well as at the end of
each year. This Plan is also subject to audit by appropriate "Review" personnel both inside and outside of the immediate component/agency/service.


Instructions for Title Page:
Box 1: Enter employee name
Box 2: Enter employee organization
Box 3: Enter employee position title
Box 4: Enter period covered by the plan starting with the employee's first day of work
Box 5: Enter employee pay plan, series, and grade
Box 6: Enter plan review date. Recommend semi-annual reviews. Update as necessary.
Box 7: Employee and supervisor, establish short range career goals
Box 8: Employee and supervisor, establish long range career goals
Box 9: Signature blocks for employee and supervisor signature and dates to cover the plan initiation, all interim reviews and updates of plan and achievements of plan for each Certification Level.
Additional blocks for review can be added as appropriate by the supervisor.

If employee rotates, the plan must be reviewed, updated, and signed by both the employee and new supervisor. Additional signature blocks may be added to this page. This plan must
be updated, reviewed, and signed off each time an employee rotates, even if it is back to his/her original job.




Instructions for Competency Pages
Each competency page lists the contracting competency identified therein. Each contracting competency, including the professional competency, lists its associated technical elements. The number
of technical elements varies from competency to competency. Each competency has at least one technical element. The professional competency has 10 technical elements. Below the technical
element listing, is a list of numbered sample tasks associated with the technical elements that will allow the employee to meet the overall competency if the tasks are performed. The number of
sample tasks vary from competency to competency. These sample tasks are not an all inclusive listing of tasks that the employee must accomplish in order to meet the competency. DO NOT
DELETE ANY SAMPLE TASKS. The supervisor may include additional tasks, as deemed necessary, in order for the employee to best meet the competency for the immediate job. The tasks are also
meant to trigger a discussion between the supervisor and employee and to showcase to the employee the broad range of contracting functions available to them throughout their career.


For each sample task, as well as any additional tasks assigned, the supervisor must indicate what certification level is most appropriate for that task after considering the immediate job function of the
employee. If the task is not applicable or relevant for the employee's immediate job function, the supervisor must state "N/A" in the "Insert Completion Date or N/A" column and leave the certification
level columns blank. DO NOT DELETE ANY SAMPLE TASKS EVEN IF THEY ARE NOT APPLICABLE. Relevant tasks may be added to each competency during the course of the year at any
scheduled review with the employee and must also indicate what certification level the task relates too. For all applicable tasks, the employee must insert the completion date when the task was
completed in the "Insert Completion Date or N/A" column. If the task has been completed multiple times under different work efforts, the employee should enter the date the task was first completed.

In the "Explain how task was completed" column, the employee must describe how the task was completed by indicating the relevant solicitation or contract worked or other easy identifiers about task
completion and be ready to support it with appropriate documentation if asked by the reviewer/supervisor. The employee may edit this field accordingly if extra space is needed. For example, if the
task is "Prepare DD Form 2579" the employee can state the solicitation or contract number where they prepared the form and be ready to provide a copy of the correctly completed form if requested
by the reviewer/supervisor.


In the "Reviewer/Supervisor Comments" column, the reviewer or supervisor (it does not have to be the same person) must indicate if they concur with the employee on each individual task. The
reviewer or supervisor must state their name in the column after making any comments. Reviewers can be the employee's supervisor, contracting officer, mentor, and/or other leader in the
organization that has reviewed the work products of the employee. You may have more than one reviewer for an employee. If the comments do not concur with employee comments, the reviewer
must state so on the form, discuss with the employee the reasons why the task has not been met, and provide guidance that will enable the employee to meet the task in the future.
ACRONYMS (A - G)                                                               ACRONYMS (H - Z)

ACO           Administrative Contracting Office(r)                             HBCU/MI       Historically Black Colleges and Universities Minority Institutes
ACRN          Accounting Classification Record Number                          HCA           Head of the Contracting Agency
A&E           Architect and Engineering                                        HUBZone       Historically Underutilized Business Zone
AF            Air Force                                                        HUBZone PEP   Historically Underutilized Business Zone Price Evaluation Preference
APC           Agency Program Coordinator                                       IAA           Interagency Agreement
AS/AP         Acquisition Strategy (Acq Strat) / Acquisition Plan (Acq Plan)   IDIQ          Indefinite Delivery Indefinite Quantity
BAA           Broad Agency Announcement                                        IGCE          Independent Government Cost Estimate
BOA           Basic Ordering Agreement                                         IOP           Internal Operating Procedure
CAS           Cost Accounting Standards                                        J&A           Justification and Approval
CCR           Central Contractor Registration                                  LPTA          Low Price Technically Acceptable
CDRL          Contract Data Requirements List                                  MMAS          Material Management and Accounting System
CFR           Code of Federal Regulations                                      MOPAS         Management and Oversight Process for the Acquisition of Services
CICA          Competition In Contracting Act                                   N/A           Not Applicable
CO            Contracting Officer                                              NAICS         North American Industrial Classification System
COC           Certificate of Competency                                        NASA SEWP     National Aeronautics and Space Administration Solutions for Enterprise-Wide Procurement
COR           Contracting Officer's Representative                             NAVCOMPT      The Comptroller of the Navy
COTR          Contracting Officer's Technical Representative                   NETCENTS      Air Force Network-Centric Solutions
CPARS         Contractor Performance Assessment Reports System                 OCI           Organizational Conflicts of Interest
DAP           Defense Acquisition Policy                                       OJT           On-the-Job Training
DAWIA         Defense Acquisition Workforce Improvement Act                    ORCA          Online Representations and Certifications Application
D&F           Determination & Findings                                         OSHA          Occupational Safety and Health Administration
DCAA          Defense Contract Audit Agency                                    PCO           Procuring Contracting Officer
DCMA          Defense Contract Management Agency                               PCR           Procurement Center Representative
DD            Department of Defense                                            PGI           Procedures, Guidance, and Information
DFARS         Defense Federal Acquisition Regulation Supplement                PIIN          Procurement Instrument Identification Numbers
DFAS          Defense Finance and Accounting Service                           PM            Program Manager
DLA           Defense Logistics Agency                                         PPIRS         Past Performance Information Retrieval System
DNB           Dun & Bradstreet                                                 PTAC          Procurement Technical Assistance Center
DoD           Department of Defense                                            PWS           Performance Work Statement
DoDI          Department of Defense Instruction                                Q&A           Questions & Answers
EDA           Electronic Document Access                                       RFI           Request for Information
EEO           Equal Employment Opportunity                                     RFP           Request for Proposal
EMALL         Electronic Mall                                                  RFQ           Request for Quotation
EPA           Environmental Protection Agency                                  SAP           Simplified Acquisition Procedures
EPLS          Excluded Parties List System                                     SAP-CI        Simplified Acquisition Procedures-Commercial Items
eSRS          electronic Subcontracting Reporting System                       SB            Small Business
EVMS          Earned Value Management System                                   SBA           Small Business Administration
FAPIIS        Federal Awardee Performance and Integrity Information System     SBDC          Small Business Development Center
FAR           Federal Acquisition Regulations                                  SDVOSB        Service Disabled Veteran Owned Small Business
FBO           Federal Business Opportunities                                   SEAPORT       Support Services Acquisition Program Office (NAVSEA)
FM            Financial Manager                                                SF            Standard Form
FPDS          Federal Procurement Data System                                  SOFA          Status of Forces Agreement
FPDS-NG       Federal Procurement Data System-Next Generation                  SOO           Statement of Objectives
FPRA          Forward Pricing Rate Agreement                                   SOW           Statement of Work
FSS           Federal Supply Schedule                                          SSA           Source Selection Authority
G&A           General and Administrative                                       SSEB          Source Selection Evaluation Board
GAO           Government Accountability Office                                 SSP           Source Selection Plan
GFI           Government Furnished Information                                 T&C           Terms and Conditions
GFP           Government Furnished Property                                    T&M           Time & Materials
GFE           Government Furnished Equipment                                   VetBiz        Veteran Business
GPE           Governmentwide Point of Entry                                    WOSB          Woman Owned Small Business
GSA           General Services Administration                                  WAWF          Wide Area WorkFlow
GWAC          Governmentwide Acquisition Contract
                                                                                          OJT Training Plan
                                      Competency 1: Determination of How Best to Satisfy Requirements for the Mission Area
                                                                                             Technical Elements
   1. Provide proactive business advice on requirements documentation based on analysis of requirements and performance-based approaches to find the best solution to satisfy mission requirements


   2. Conduct Market Research using relevant resources prior to solicitation to understand the industry environment and determine availability of sources of supply and/or services (FAR 10, DFARS 210)


   3. Perform acquisition planning by considering all available sources and methods of procurement to satisfy mission needs while appropriately allocating risk (FAR 7, DFARS 207)




                                                                                               Insert
                                                                                             Completion
                          Sample Tasks                               Level 1 Level 2 Level 3 Date or N/A         Explain how task was completed                       Reviewer/Supervisor Comments
   Review customer requirement (including previous
 1 procurement history of similar requirements)

   Use appropriate procedure for procurements (SAP, Purchase
 2 card, mandatory sources of supply, competition, etc.)
   Explain requirement document types (SOW, SOO, PWS,
   etc.), the pros and cons of each type, and the impact on
 3 competition and contract administration

 4 Maximize/Assist in the use of Performance Based Contracting
   Explain alternative approaches to requirement (RFQ, RFP,
 5 GSA, SAP-CI, IAA, BAA, BOA, etc.)

   Review/explain contract types and existing contract vehicles
 6 to select the one most suitable for fulfilling the requirements
   Explain Interagency agreements and distinguish between
 7 project orders and economy act orders
   Ensure funding availability and appropriate time, purpose, and
 8 amount of funding (accounting classification)
   Obtain requirement Independent Government Cost Estimate
 9 (IGCE)
10 Establish requirement timeline/milestone schedule
   Utilize various types of market research tools (CCR, SB
11 Dynamic Search, VetBiz, FPDS, GSA advantage, etc)
12 Determine commerciality of product or service
13 Prepare sources sought synopsis, RFI, or Draft RFP

   Demonstrate understanding of procurement integrity laws and
14 regulations, Ethics, including Conflicts of Interest
15 Prepare Determination and Findings (D&F) (FAR 1.7)
16 Assist in developing Incentive Plans
   Determine appropriate intellectual property rights (FAR 27,
17 DFARS 227)
   Obtain Requirement (Specifications, SOW, SOO, or PWS) to
   include Contract Data Requirements List (CDRLs),
   Government Furnished Property (GFP), Government
   Furnished Equipment (GFE), and Government Furnished
18 Information (GFI)
19 Obtain Make, lease, or buy decision

   Prepare and obtain appropriate approvals of documents
   prepared in the acquisition planning phase (i.e. Acq Strat/Acq
20 Plan, MOPAS, etc.) (DODI 5000.02, Enclosure 9)
   Additional tasks as deemed necessary by supervisor
                                                                                           OJT Training Plan
                                                                 Competency 2: Consider Socio-economic Requirements
                                                                                               Technical Element
     1. Consider socio-economic requirements including small business, labor, environmental, foreign, and other socio-economic requirements to provide maximum practicable contracting and subcontracting
     opportunities (FAR 19, 22-26 and DFARS 219, 222-226)



                                                                                                 Insert
                                                                                               Completion
                          Sample Tasks                                 Level 1 Level 2 Level 3 Date or N/A      Explain how task was completed                    Reviewer/Supervisor Comments
   Select North American Industrial Classification System
 1 (NAICS) code applicable to requirement
   Consider industry of requirement and determine if socio-
   economic programs within FAR 19 and 22-26, DFARS 219
 2 and 222-226 apply.

     Prepare the DD Form 2579, Small Business Coordination
     Record as required, and work with Small Business Specialist
 3   and Small Business Procurement Center Representative.
     Participate in outreach events (ex: HUBZone, SDVOSB,
 4   WOSB, etc..)
     Select acquisition strategy that maximizes small business
 5   participation at prime and subcontracting levels
     Demonstrate understanding of Small Business
     Competitiveness Demonstration Program [FAR Part 19.10,
 6   DFARS 219-10]
      Understand Certificate of Competency (COC) [FAR 19.6,
 7   DFARS 219.6] program
     Implement pertinent labor laws in procurements (FAR 22,
 8   DFAR 222)
     Obtain Equal Employment Opportunity (EEO) clearance
     approval for awards greater than threshold (FAR 22.8,
 9   DFARS 22.8)
     Work with wage determinations or collective bargaining
     agreements within contracts (FAR 22.4 and 22.10, DFARS
10   222.4 and 222.10)
     Obtain general understanding of the OSHA regulations.
11   [resource: http://www.osha.gov/] (FAR 23, DFARS 223)
     Obtain general understanding of EPA regulations [resource:
12   http://www.epa.gov/] (FAR 23, DFARS 223)
     Demonstrate understanding of with privacy and information
13   rights. (FAR 24, DFARS 224)
     Demonstrate understanding of foreign acquisition laws and
     regulations applicable to Government acquisitions. (FAR 25,
14   DFARS 225)
     Demonstrate understanding of other socio-economic
     programs applicable to Government acquisitions such as
     Historically Black Colleges and Universities and Minority
     Institutions (HBCUMI)
     http://www.acq.osd.mil/osbp/programs/hbcumi/Home.htm
15   (FAR 26, DFARS 226)
     Document decisions related to socio-economic source
     restrictions and preferences, including any decisions to reject
16   or withdraw set-asides.
     Additional tasks as deemed necessary by supervisor
                                                                                         OJT Training Plan
                                                                             Competency 3: Promote Competition
                                                                                             Technical Elements
  1. Conduct pre-solicitation industry conference and analyze responses to draft solicitation terms and conditions to promote full and open competition


  2. Identify and facilitate joint ventures and partnering on solicitation subcontracting opportunities to increase competition and/or small business participation




                                                                                            Insert
                                                                                          Completion
                          Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A               Explain how task was completed                    Reviewer/Supervisor Comments
  Participate in pre-solicitation conference, industry
  conferences and days/capability briefings, etc at
1 organization/agency

2 Analyze responses to draft solicitation terms and conditions
  Make recommendations to go full and open competition, set-
3 aside, GSA or Federal Supply Schedule (FSS)
4 Demonstrate knowledge of CICA
  For A&E services, determine if Brooks Act procedures are
5 required and perform basic steps necessary

6 Advertise A&E requirement (FAR 5, 36, DFARS 205, 236)
7 Understand role of Competition Advocate (FAR 6.5)
  Advise/assist on requirements with joint venture, partnering
8 or subcontracting possibilities
  Use multiple award schedules and the fair opportunity
9 process
  Additional tasks as deemed necessary by supervisor
                                                                                          OJT Training Plan
                                                                           Competency 4: Source Selection Planning
                                                                                               Technical Element
    1. Document a source selection plan that is consistent with public law, regulations, policy, and other guidelines




                                                                                               Insert
                                                                                             Completion
                           Sample Tasks                              Level 1 Level 2 Level 3 Date or N/A            Explain how task was completed   Reviewer/Supervisor Comments
    Assist in determining the extent of risk analysis necessary to
    support the acquisition planning process and ensure that
1   evaluation factors addresses the risk.
    Determine if Independent Management Reviews (“Peer
    Reviews”) are required. (DODI 5000.02, Enclosures 2 and 9;
2   DFARS 201.170)
    Assist in determining evaluation factors, sub factors, and
3   relative importance of factors.
    Assist in developing LPTA, trade-off/best value source
4   selection plans
5   Participate in developing Technical Evaluation Plan
    Assist in development of Source Selection Plan (formal or
    informal) in accordance with applicable guidance (FAR 15.3,
    DFARS 215.3) and relate to the Acquisition Plan (FAR 7,
6   DFARS 207)
    Additional tasks as deemed necessary by supervisor
                                                                                          OJT Training Plan
                                                                               Competency 5: Solicitation of Offers
                                                                                               Technical Elements
     1. Conduct a pre-bid or pre-proposal conference to inform offerors of the requirements of the acquisition


     2. Publicize proposed procurements to promote competition


     3. Issue a written solicitation consistent with the requirements documents, acquisition plan and source selection plan, that includes the appropriate provisions and clauses tailored to the requirement


     4. Issue amendments or cancel solicitations when such actions are in the best interest of the Government and conform to law and regulations


     5. Respond to pre-award inquiries by taking the appropriate action according to FAR/DFARS (and applicable supplements) to resolve questions




                                                                                              Insert
                                                                                            Completion
                            Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A              Explain how task was completed                       Reviewer/Supervisor Comments
     Issue synopsis in GPE (FedBizOps), if required and
 1   understand exceptions (FAR 5, DFARS 205)
     Draft Solicitation in accordance with Acquisition and Source
 2   Selection Plan
     Utilize Uniform Contract Format in solicitation when
 3   appropriate
     Determine Contract Financing, if necessary (progress,
 4   performance based payments, etc.)
     Ensure proper Section J attachments are included {DD 254,
 5   CDRLs (1423), etc}
     Ensure proper provisions and clauses are in the solicitation
 6   and tailored to requirement
 7   Ensure Section L and M are consistent
     Determine need for a pre-quote, pre-bid, or pre-proposal
 8   conference and state in Section L
     In accordance with organization/agency policy, obtain
 9   appropriate reviews -- i.e. Small Business, Legal
10   Prepare combined synopsis/solicitation (RFQ/RFP)
11 Prepare solicitation (RFQ/RFP)
   Prepare solicitation on GSA eBuy (FAR 8.4), DOD EMALL
   (DLA), Netcents (Air Force), NASA SEWP, or other agency
12 resource
   Prepare Broad Agency Announcement (BAA), when
13 appropriate

     If pre-proposal conference, prepare amendment to include
14 Q&A, distributed materials, and record of conference
   Post questions and answers in accordance with FAR,
   DFARS, and agency supplements (FAR 3.1, 5.4, 15.2 and
15 DFARS 203.1, 205.4, 215.2)
   Create and Post Amendment using SF30 (FAR 15.2) on
16 applicable website (FBO, eBuy, etc.)
   Additional tasks as deemed necessary by supervisor
                                                                                          OJT Training Plan
                                                                          Competency 6: Responsibility Determination
                                                                                              Technical Element
    1. Determine contractor responsibility by assessing past performance and financial stability to ensure that the contractor will be able to satisfy Government requirements




                                                                                                Insert
                                                                                              Completion
                            Sample Tasks                              Level 1 Level 2 Level 3 Date or N/A          Explain how task was completed                      Reviewer/Supervisor Comments
    Determine contractor responsibility in accordance with FAR
1   9.1 (performance, financial stability, etc.)
    Review EPLS and FAPIIS for contractor and, if necessary,
    subcontractor (immediately after proposal receipt and
2   immediately prior to award)
    Review any Organizational/Personal Conflicts of Interest
3   (FAR 9.5)
    Review Online Representations and Certifications (ORCA)
4   and CCR Registration
    Determine conditions on which to request a pre-award
5   survey (FAR 9.1)
    If small business lacks responsibility, refer matter to SBA for
6   Certificate of Competency (FAR 19.6)

7 Prepare Determination and Finding, (FAR 9.1, DFARS 9.1)
    Additional tasks as deemed necessary by supervisor
                                                                                      OJT Training Plan
                                                                    Competency 7: Bid Evaluation (Sealed Bidding)
                                                                                           Technical Element
  1. Evaluate the sealed bids in a transparent manner to preserve the integrity of the competitive process

  2. Perform price analysis to determine whether the lowest evaluated bid is reasonable and provides the best value to Government




                                                                                            Insert
                                                                                          Completion
                         Sample Tasks                             Level 1 Level 2 Level 3 Date or N/A        Explain how task was completed   Reviewer/Supervisor Comments
1 Document receipt of bids and safeguard bids (FAR 14.4)
  Open bids publicly, if unclassified, record bids (SF 1409, OF
2 1419), and read aloud if practical (FAR 14.4)
3 Reject non-conforming bids

  Perform price analysis to determine fair and reasonableness
4 and document bid prices (FAR 14.408 and 15.504)
  Evaluate bids in accordance with solicitation evaluation
5 factors (FAR 14.4)
  Additional tasks as deemed necessary by supervisor
                                                                              OJT Training Plan
                                                  Competency 8: Proposal Evaluation (Contract by Negotiation)
                                                                                  Technical Element
  1. Consider socio-economic requirements including small business, labor, environmental, foreign, and other socio-economic requirements to provide maximum practicable contracting and
  subcontracting opportunities (FAR 19, 22-26 and DFARS 219, 222-226)



                                                                             Insert
                                                                           Completion
                    Sample Tasks                   Level 1 Level 2 Level 3 Date or N/A          Explain how task was completed                     Reviewer/Supervisor Comments

   Evaluate proposals and quotes in accordance
1 with solicitation evaluation criteria
2 Conduct Past Performance evaluation
3 Evaluate Oral Presentations

4 Conduct Best Value (tradeoff process) analysis
   Conduct lowest price technically acceptable
5 analysis
  Request and receive technical evaluation from
  Technical Evaluation Team in accordance with
6 Technical Evaluation Plan
   Request and review pricing support as
  appropriate (FAR 15.3, 15.4, DFARS 215.3,
7 215.4)
   Conduct Price Analysis (FAR 15.4, DFARS
8 215.4)
   Conduct Cost Analysis (FAR 15.4, DFARS
9 215)
  Additional tasks as deemed necessary by supervisor
                                                                                       OJT Training Plan
                                                                               Competency 9: Source Selection
                                                                                           Technical Elements
  1. Decide whether to hold discussions based on results of the evaluation


  2. Establish the competitive range to determine which of the offers will not be considered for the award




                                                                                          Insert
                                                                                        Completion
                         Sample Tasks                           Level 1 Level 2 Level 3 Date or N/A          Explain how task was completed   Reviewer/Supervisor Comments
  Clarify any minor or clerical errors of offerors (FAR 15.3,
1 DFARS 215.3)
  Brief and document Competitive Range Determination (FAR
2 15.3, DFARS 215.3)
  Conduct discussions addressing, at a minimum, (a) any
  adverse past performance information to which the offeror
  has not yet had an opportunity to respond, (b) significant
  weaknesses, and (c) any deficiencies that have been
3 identified during the evaluation.
  Request Final Proposal Revisions and set response date
4 (FAR 15.3, DFARS 15.3)
5 Prepare any necessary source selection documents
  Additional tasks as deemed necessary by supervisor
                                                                                          OJT Training Plan
                                                                                  Competency 10: Contract Award
                                                                                              Technical Elements
     1. Select the awardee who in the Government's estimation, provides the best value


     2. Award contract/ Issue task or delivery orders after ensuring fund availability and obtaining reviews and approvals


     3. Conducting pre/post award debriefings for all unsuccessful offerors when requested to ensure appropriate disclosure of information




                                                                                              Insert
                                                                                            Completion
                            Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A              Explain how task was completed   Reviewer/Supervisor Comments

     Select the source or sources whose proposal offers the best
     value to the Government in accordance with established
 1   criteria in Section M or equivalent solicitation provision.
     Obtain Equal Employment Opportunity (EEO) clearance
     approval for awards greater than threshold (FAR 22.8,
 2   DFARS 22.8)
     Ensure funding availability and appropriate time, purpose,
     and amount of funding (accounting classification) (MIPR,
 3   NAVCOMP Form 2276, AF Form 9 Army Form ….)
 4   Verify vendor registration in CCR.
      Obtain appropriate approvals for contract award (Legal
 5   review, Contracting Officer review, Peer Review, etc)
 6    Prepare Bilateral contract
 7    Prepare Purchase Order
 8    Prepare IDIQ delivery orders (single or multiple award)
 9    Prepare GSA order or other GWAC order
10   Prepare BPA
11   Prepare BOA
     Complete Contract Action Report or enter contract into FPDS-
12   NG
13   Issue Post Award Notifications (FAR 15.5)
14   Synopsize Contract Award (FAR 5.3, DFARS 205.3)
      Prepare and Conduct pre-award debriefing (FAR 15.5) and
15   document in contract file
      Conduct post-award debriefing (FAR 15.5) and document in
16   contract file
     Additional tasks as deemed necessary by supervisor
                                                                                    OJT Training Plan
                                                                           Competency 11: Process Protests
                                                                                        Technical Element
  1. Process protests to determine whether to withhold award or stop performance pending outcome of the protest




                                                                                        Insert
                                                                                      Completion
                          Sample Tasks                        Level 1 Level 2 Level 3 Date or N/A            Explain how task was completed   Reviewer/Supervisor Comments
1 Process Protests (FAR 15.5 and 33)
2 Identify the different forums for a protest
  Demonstrate understanding of Alternative Dispute
3 Resolutions (FAR 15.507)
  Additional tasks as deemed necessary by supervisor
                                                                                        OJT Training Plan
                                                            Competency 12: Justification of Other than Full and Open
                                                                                             Technical Element
  1. Justify the need to negotiate or award the contract without full and open competition or, in a multiple award scenario, without providing for fair opportunity based on business strategies and market
  research



                                                                                           Insert
                                                                                         Completion
                         Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A              Explain how task was completed                       Reviewer/Supervisor Comments
   Write and obtain appropriate approval of Justification &
  Approval, Sole Source Statement, Limited Sources
  Justification, Brand Name Justifications, fair opportunity
  notice (FAR 5.1, 6.3, 8.4, 13.1, 13.5, 16.5, 19.8 and DFARS
1 206.3, 213.7, 216.5, 219.8)
  Post J&A or sole source statement to appropriate website as
2 applicable
  Additional tasks as deemed necessary by supervisor
                                                                                       OJT Training Plan
                                                                    Competency 13: Terms and Conditions (T&Cs)
                                                                                            Technical Element
  1. Determine terms and conditions, including special contract requirements applicable to the acquisition, that are appropriate for the acquisition to comply with laws and regulations (e.g. method of
  financing, Government property, intellectual property, OCI, specialty metals)



                                                                                           Insert
                                                                                         Completion
                          Sample Tasks                           Level 1 Level 2 Level 3 Date or N/A              Explain how task was completed                       Reviewer/Supervisor Comments

  Determine appropriate T&Cs for requirement and contract
1 type (FAR Matrix 52.3, DFARS, Agency supplements)
  Include Special Contract Requirements in contract as
  necessary (financing, Government property, intellectual
2 property, OCI, specialty metals, etc.)
  Review and negotiate contractor proposal for proposed
3 T&Cs and assumptions
  Additional tasks as deemed necessary by supervisor
                                                                                         OJT Training Plan
                                                                       Competency 14: Preparation and Negotiation
                                                                                             Technical Elements
   1. Prepare for negotiations / discussions / awards by reviewing audit and technical reports, performing cost and/or prices analysis (or reviewing price analysts reports), and developing pre-negotiation
   position to include identifying potential trade-offs
   2. Negotiate terms and conditions (including price) based on the pre-negotiation objective and give-and-take with the offeror to establish a fair and reasonable price




                                                                                            Insert
                                                                                          Completion
                          Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A              Explain how task was completed                       Reviewer/Supervisor Comments
   Prepare and plan negotiation with team, applying sound
 1 business judgment for a win/win outcome
 2 Conduct Price Analysis (FAR 15.4, DFARS 215.4)

   Conduct Cost Analysis and understand cost elements: direct
   labor, overhead; material; equipment; other direct costs;
 3 G&A expenses; cost of money (FAR 15.4, DFARS 215.4)
   Understand and use Weighted Guidelines, DD Form 1547,
   correctly to determine profit/fee objective (FAR 15.4, DFARS
 4 215.4)
   Understand and use Contract Facilities Capital Cost of
 5 Money DD Form 1861 correctly
   Obtain Certificate of Certified Cost or Pricing Data as
 6 required (FAR 15.4, DFARS 215.4)
   Demonstrate understanding of Defective Cost or Pricing
 7 Data (FAR 15.4, DFARS 215.4)
   Demonstrate understanding of Forward Pricing Rate
 8 Agreements (FAR 15.4, DFARS 215.4)

   Describe unique features of procurement e.g., should-cost or
 9 design to cost (FAR 15.407-4, DFARS 215.407-4)
10 Use Cost Realism to develop pre-negotiation position
   Coordinate: Technical Analysis, Audits and Field Pricing
11 support Legal Review; Policy Review
12 Determine Government objectives
   Document Pre-negotiation position and obtain appropriate
13 approvals
   Negotiate technical, price, or other items (terms and
14 conditions, Government property, schedule, etc.)

   Negotiate and document fair and reasonable price based on
15 cost or price analysis (FAR 15.4, DFARS 215.4)
   Additional tasks as deemed necessary by supervisor
                                                                                      OJT Training Plan
                                                                 Competency 15: Advanced Cost and/or Price Analysis
                                                                                          Technical Elements
  1. Evaluate the reasonableness of the contractor's proposed cost/price for use in preparing for complex negotiations


  2. Develop positions on pricing-related-contract terms and conditions to aid in developing the Government's position


  3. Supports special cost, price, and finance efforts by researching, analyzing and providing recommended positions that are in the best interests of the Government


  4. Evaluate award fee/incentive fee plans and arrangements for adherence to policy and guidance




                                                                                            Insert
                                                                                          Completion
                         Sample Tasks                             Level 1 Level 2 Level 3 Date or N/A           Explain how task was completed                      Reviewer/Supervisor Comments
  Demonstrate the ability to differentiate between price
1 analysis and cost analysis
  Define the elements of a cost proposal and techniques for
  analyzing cost including the use of DD Form 1547 -
  Weighted Guidelines Form and DD Form 1861 - Facilities
2 Capital Cost of Money Form

  Understand role of DCAA for audits and forward pricing rate
  agreements and DCMA's role in the review and approval of
3 accounting, estimating and purchasing systems
  Perform market research to identify contract terms and
  conditions that may be relevant to a given industry.
  Examples include financing terms, contract type and
4 warranties, etc.
  Understand cost risk associated with a solution and the cost
5 realism associated with the contractors approach

  Demonstrate the ability to identify and compute price/cost
  factors such as Buy American Act, Transportation, Options,
6 HUBZone PEP, Life Cycle Costs
  Demonstrate the ability to select a basis of price/cost for
  negotiations. Basis may include Independent Government
  Cost Estimates, Historical Prices, Should Costs, Will Costs,
  Parametric Estimates and data obtained through Market
7 Research.
  Understand the fees and incentives available to motivate
  contractor's performance. Advise on any limitations for use
  and identify the documentation and approvals required.
  Understand how to link contract outcome to cost, schedule
8 and performance results.
  Write a negotiation memorandum determining a fair and
9 reasonable price and the basis for the decision
  Additional tasks as deemed necessary by supervisor
                                                                                       OJT Training Plan
                                                                              Competency 16: Initiation of Work
                                                                                           Technical Elements
  1. Conduct post-award orientations to address customer concerns and contractor's responsibilities for performance of the contract


  2. Plan for contract administration regarding delegating administrative functions; designating, training and managing Contracting Officer Representatives (CORs); and formally establishing all contract
  administration responsibilities.



                                                                                           Insert
                                                                                         Completion
                         Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A             Explain how task was completed                       Reviewer/Supervisor Comments
   Receive, Distribute, Review, Understand and Communicate
1 Contract Requirements After Award
   Demonstrate knowledge of agency policies and electronic
   business tools for contract receipt and review of contracts
 2 after award (EDA, WAWF, etc.)

  Demonstrate knowledge of FAR/DFARS and other agency
  guidance regarding the purpose and benefits of post-award
  orientation meetings to include arrangements, developing
  and evaluating conflict resolution, reporting requirements,
3 and the Uniform Contract Format
  Demonstrate knowledge of reviewing contracts assigned to
  assure clauses, terms, and conditions are included such as
  patents and royalty; financial reporting;
  inspection/acceptance points; applicable and compatible
  payment clauses are included, etc. Ensure that government
  and contractor partners understand their roles and
4 responsibilities.
  Adhere to policies and procedures for assigning and
  performing contract administration, audit, payment, COR
  responsibilities (designate in writing), reviewing contract
5 schedule, clauses, etc. (FAR 42, DFARS 242)

  Demonstrate knowledge of how contract type, quality
  assurance plans, and associated payment/financing
6 requirements influence contract administration and payment
  Participate, understand, and communicate roles and
  responsibilities of government and industry partners to
  support post-award issues or conferences. (ACO, PCO, PM,
7 DCAA, DFAS, Legal Counsel)
  Additional tasks as deemed necessary by supervisor
                                                                                           OJT Training Plan
                                                                       Competency 17: Contract Performance Management
                                                                                              Technical Elements
     1. Administer contract by monitoring quality assurance representatives (QARs) feedback, Defense Contract Audit Agency audits, contractor performance, and enforcing contractor compliance with contract
     requirements. FAR 42
     2. Ensure past performance evaluation is initiated to ensure documentation of performance including contracting officer input. FAR 42, DFARS 242


     3. Analyze, negotiate, and prepare claims file in order to issue final decisions. FAR 33, DFARS 33


     4. Resolve contract performance problems by gathering facts, determining remedies, and initiate remedial actions in order to find and provide a solution. FAR 33.2, DFARS 233.2




                                                                                                 Insert
                                                                                               Completion
                            Sample Tasks                               Level 1 Level 2 Level 3 Date or N/A        Explain how task was completed                     Reviewer/Supervisor Comments
   Demonstrate knowledge of performance related terms and
   conditions of the contract and the related regulatory
 1 requirements
   Identify, understand, and support government and contractor
   surveillance systems, reporting requirements, performance
   metrics, and evaluation methods for compliance with
   applicable laws, delivery schedules, payment provisions,
 2 inspections, etc.
   Demonstrate knowledge and understanding of contract
   management boards of review including escalation
   procedures and limitations to the contractor to resolve
 3 government and contractor conflicts

     Understand procedures for reporting potential over or under
 4 runs of estimated costs under cost-reimbursement contracts.
   Demonstrate knowledge of contractor’s financial condition
   and procedures for notifying contracting officers when a
   contractor’s financial condition may jeopardize contract
   performance in terms of quality, price, or timeliness of
 5 delivery.
   Identify and understand policy, procedures, and guidance
   associated with business teaming arrangements; mergers/
   acquisitions; novation agreements; and change of name
 6 agreements.
   Understand and participate in contractor business systems
   (Accounting, Estimating, Property, EVMS, MMAS,
   Purchasing System) reviews to reduce risk, ensure contract
   compliance, and advise on remedies for deficiencies (FAR
 7 42.7 DFARS 242.7)

   Demonstrate knowledge and understanding of negotiation of
   final indirect cost rates and establishing rates for close out of
   flexibly-priced contacts. Identify the criteria for whether rates
 8 are DCAA determined or CO negotiated.

   Review and understand the elements of a final indirect cost
   proposal including timeliness for submission, adequacy of
   proposal and criteria for granting extensions. Understand
 9 auditor's input when costs are questioned.
   Properly calculate interest on expressly unallowable costs
   and identify penalties associated with expressly unallowable
10 and other unallowable costs.
   Demonstrate knowledge of rules, systems, and procedures
   for collection and dissemination of past performance
   information, including knowledge PPIRS, CPARS, and
11 FAPIIS

     Demonstrate knowledge of FAR PART 33 (and supplemental
     regulation, policy and procedures) the disputes process and
     the business matters relating to the dispute including the
12   statute of limitations for initiation of a Government claim.
     Prepare letters of demand and final CO decisions for
     recovering contract debt including types of interest, interest
     calculation, debt deferment and installment payments for
13   debt collection
     Demonstrate sound judgment to make recommendations
     based on available precedents, practices and procedures
     such as contract deviations including those which involve
     reports from the DCAA, Engineering, Quality Assurance and
14   Production
     Demonstrate knowledge of the contract and facts relative to
     the contractor’s performance and remedies appropriate to
     the situation including the use of Alternate Disputes
15   Resolution to resolve conflicts
     Additional tasks as deemed necessary by supervisor
                                                                                      OJT Training Plan
                                                                  Competency 18: Issue Changes and Modifications
                                                                                           Technical Element
  1. Analyze the need for contract modifications and negotiate and issue contract modifications, as required




                                                                                            Insert
                                                                                          Completion
                         Sample Tasks                             Level 1 Level 2 Level 3 Date or N/A          Explain how task was completed   Reviewer/Supervisor Comments
  Issue both unilateral and bilateral modifications, and option
  modifications and recognize when work is outside scope of
1 contract
  Understand requirements and prepare contract modification
  for contracting officer signature, execute and distribute the
2 modification
  Issue change orders, understand authority, and negotiate or
  execute supplemental agreements incorporating contractor
  proposal resulting from change orders issued under the
3 changes clause
  Additional tasks as deemed necessary by supervisor
                                                                                      OJT Training Plan
                                                                      Competency 19: Approve Payment Requests
                                                                                          Technical Element
    1. Approve contractor request for payments to include final vouchers under cost reimbursement contracts, progress payments, performance-based payments, or commercial financing. FAR 32, 42 and
    DFARS 232, 242



                                                                                            Insert
                                                                                          Completion
                          Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A         Explain how task was completed                   Reviewer/Supervisor Comments
  Demonstrate knowledge of various payment forms and
  instructions to assign to appropriate lines of accounting and
1 ACRNs used to pay contractors

    Understand prompt payment standards and various types of
    payments (progress payments, performance based
2   payments, advance payments, commercial item financing)
    Understand and demonstrate knowledge of
    approval/disapproval for authorization and processing
    various forms of payments: public vouchers, progress
    payments, performance-based payments, commercial
    financing payments and, monitoring contractor security for
3   commercial financing
    Understand contractor cash flow forecasts and contractor
4   accounting systems
    Demonstrate knowledge of contract payment withholds,
5   reductions, and suspensions
    Use Wide Area Workflow (WAWF) to process contractor
    shipments/acceptance (DD Form 250) and payment
6   documents
    Additional tasks as deemed necessary by supervisor
                                                                                        OJT Training Plan
                                                                             Competency 20: Close-out Contracts
                                                                                            Technical Element
    1. Close-out contracts following proper procedure to ensure property disposition, final payments, and documents/clearances have been received




                                                                                              Insert
                                                                                            Completion
                           Sample Tasks                             Level 1 Level 2 Level 3 Date or N/A         Explain how task was completed      Reviewer/Supervisor Comments
    Perform an Initial Review of Physically Complete Contracts
1   and Identify Closeout Actions
    Identify agency policies on records maintenance and
2   disposition (FAR 4.8, DFARS 204.8, PGI 204.8)
    Complete contract audit closing statements and cumulative
3   allowable cost worksheets.
    Issue modification to deobligate excess funds and close-out
4   the contract
    Demonstrate disposal knowledge by acceptance of a case,
    verification, and final disposal directions for the following
    transactions: retention, shipment, DRMO turn-in,
5   demil/scrap, sale, donation, abandonment
    Additional tasks as deemed necessary by supervisor
                                                                                         OJT Training Plan
                                                                 Competency 21: Addressing Small Business Concerns
                                                                                              Technical Element
     1. Assist small business concerns in understanding how to do business with e-government, identifying contracting opportunities, and responding to small business inquiries regarding payment delays or
     problems
     2. Serve as Small Business Specialist and assist the small Business Administration's assigned representative in conducting annual reviews of small business share, evaluation of contractors'
     subcontracting performance, and planning to maximize the use of small businesses
     3. As a small business specialist provide recommendations on acquisition documents as to whether a particular acquisition should be set aside for one of the Small Business programs




                                                                                              Insert
                                                                                            Completion
                            Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A            Explain how task was completed                     Reviewer/Supervisor Comments
 1 Track or understand Small Business Goals
 2 Reach out to small business with info on partnering, use of
     NAICS, contract types, source selection procedures, quality
     assurance, approved accounting practices, competitive
     sourcing, post award performance, etc.

     Attend or assist in Pre-Solicitation conferences, capability
     demonstrations, site visits, outreach events & attend other
 3   agency procurement opportunity conferences
     Conduct market research through use of CCR, FBO, VetBiz,
 4   etc.
     Utilize PTAC, SBDC, SBA, and other socio-economic
 5   organizations
     Prepare and publicize requirement forecasts (ex: establish
 6   home page for procurement opportunities)
     Participate in the Acquisition Strategy and Acquisition
 7   Planning stages of procurement
 8   Participate in Pre-solicitation contract review boards

     Review DD 2579, forward to PCR, keep all documentation.
 9 Maintain good business relationship with PCR
10 Recommend appropriate Set-Asides
     Identify contracts with small business subcontracting
11 opportunities
12 Assist in resolving payment issues
     Review eSRS and advise requirements, contracting staff,
13 and small business on process
     Additional tasks as deemed necessary by supervisor
                                                                                     OJT Training Plan
                        Competency 22: Negotiate Forward Pricing Rates Agreements & Administer Cost Account Standards
                                                                                         Technical Element
1. Negotiate forward pricing rate agreements (FPRAs) for billing purposes and administer cost accounting standards to ensure contractor's compliance




                                                                                           Insert
                                                                                         Completion
                       Sample Tasks                              Level 1 Level 2 Level 3 Date or N/A        Explain how task was completed             Reviewer/Supervisor Comments

Demonstrate knowledge of FPRAs, particularly when an
FPRA would be applicable or desirable for the Government.
Demonstrate knowledge of the data requirements, terms &
conditions and other information that is pertinent to and part
of a FPRA.
Assist in the process of negotiation and issuance of a FPRA
to include audits and appropriate memorandum
Demonstrate knowledge of the functions of the Cost
Accounting Standards Board.
Demonstrate knowledge of when a proposed contract or
subcontract is either exempt or subject to Cost Accounting
Standards.
Demonstrate knowledge of CAS waiver provisions.

Understand disclosure requirements and disclosure
statements and the ramifications of noncompliance issues.
Additional tasks as deemed necessary by supervisor
                                                                                      OJT Training Plan
                                                                          Competency 23: Contract Termination
                                                                                           Technical Element
  1. Terminate contracts using applicable FAR (and supplemental) requirements if it is in the best interest in the government (either termination for convenience or cause/default) (FAR 8, 12, 49 and DFAR
  208, 212, 249)



                                                                                          Insert
                                                                                        Completion
                         Sample Tasks                           Level 1 Level 2 Level 3 Date or N/A             Explain how task was completed                      Reviewer/Supervisor Comments
1 Issue "Show Cause" or letter of intent notices (FAR 49.4)
2 Issue Cure Notice (FAR 49.4)
  Terminate commercial contracts for convenience or cause
3 (FAR 12 and 49, DFARS 212, 249)
  Terminate non-commercial contracts for convenience or
4 default
  Terminate Fixed Price, Cost type, T&M, or Incentive type
5 contract
  Assist in negotiating termination costs and issue contract
6 modification
  Additional tasks as deemed necessary by supervisor
                                                                                          OJT Training Plan
                                                                             Competency 24: Procurement Analysis
                                                                                               Technical Element
    1. Provide analysis to advise on procurement matters including contract documentation, legislation issues, and Congressional inquiries impacting contracting matters
    2. Develops procurement policy and changes in procedures through analysis of major procurements for statutory and regulatory compliance and a macro-analysis of contracting matters
    3. Advise on high-level legislation & policy matters to recommend &/or lead changes in the procurement process
    4. Perform oversight & audits to review contract files, compile lessons learned, & ensure consistent policy application




                                                                                               Insert
                                                                                             Completion
                           Sample Tasks                              Level 1 Level 2 Level 3 Date or N/A            Explain how task was completed                   Reviewer/Supervisor Comments
  Ensures that procurement rules, regulations, and guidance
  documents are created, maintained, interpreted, and
  promptly disseminated to contracting clauses and local
1 operating procedures
  Establish key criteria, standards and methods to be used in
  gathering data, conducting interviews, preparing and using
  questionnaires, analyzing facts, developing conclusions and
  recommendations, presenting findings and developing
2 remedial action plans
  Develop and present findings, recommendations, and
3 remedial action plans to higher headquarters

    Represents the entity at meetings with higher authority to
    obtain information, advise on or participate in development of
4   plans and procedures to accomplish objectives.
    Recommends changes to achieve full regulatory and legal
    compliance, improve competition and adequately protect the
5   interests of the government
    Perform reviews, develop findings and recommendations
    focusing on specific performance trends, to assure that
    needed program improvements are properly identified and
6   addressed
    Provide technical advice, assistance, and training to entity
    personnel and serviced organizations on changes in policies
7   and procedures
    Examines statistical data, records and reports from entity
    personnel. Analyzes findings and develops draft policy
    statements, procedures and/or clauses or staff papers with
8   exhibits, conclusions and recommendations
    Additional tasks as deemed necessary by supervisor
                                                                                        OJT Training Plan
                                                                    Competency 25: E-Business and Automated Tools
                                                                                            Technical Element
     1. Use e-business systems and automated tools to promote standardization, efficiency, and transparency




                                                                                              Insert
                                                                                            Completion
                            Sample Tasks                            Level 1 Level 2 Level 3 Date or N/A       Explain how task was completed   Reviewer/Supervisor Comments
    Utilize FBO to perform searches and post requirements and
 1 other supporting documents
   Complete Federal Procurement Data System-Next
   Generation (FPDS-NG) (www.fpds.gov) or Federal Contract
 2 Action Report
   Effectively utilize organization contract writing system to
   prepare solicitations and contracts and to make contract
 3 awards

     Review Central Contractor Registration (CCR) (www.ccr.gov)
 4 prior to award and understand CCR purpose
     Review Excluded Party List System (EPLS) (www.epls.gov)
     upon selection of contractor and immediately prior to award
 5 and understand purpose
 6 Conduct EEO search of potential awardee
     Review and understand purpose of Dun and Bradstreet
     (www.dnb.com) and refer contractors to obtain DUNs
 7 number as required
     Utilize DCMA locator tool to determine cognizant contract
 8 administration office for contractor
     Utilize DCAA locator tool to determine cognizant contract
 9 administration office for contractor

     Review contractor representations and certifications (Reps
10 and Certs) for exceptions prior to award (https//orca.bpn.gov)
     Input past performance information in CPARS and review
11   past performance information in PPIRS
     Utilize eSRS to document prime vendor subcontracting
12   program
13   Utilize EDA
14   Utilize WAWF
15   Utilize FAPIIS
     Utilize various Federal websites to perform research as
16   needed.
     Additional tasks as deemed necessary by supervisor
                                                                                    OJT Training Plan
                                                     Competency 26: Activity Program Coordinator for Purchase Card
                                                                                        Technical Element
    1. Performs oversight and execution for the Purchase Card Program




                                                                                          Insert
                                                                                        Completion
                          Sample Tasks                          Level 1 Level 2 Level 3 Date or N/A   Explain how task was completed   Reviewer/Supervisor Comments
    Complete DoD Government Purchase Card Training and
1   annual Ethics training
    Demonstrate understanding of APC Desk Guide, Agency
    Purchase Card Program Policy, and Purchase Card Internal
2   Operating Procedure (IOP)
    Attend Annual General Services Administration (GSA)
3   SmartPay Conference
    Perform, oversee, monitor, and manage monthly
    transactional purchase card reviews through agency data
4   mining tool
    Provide day-to-day oversight and audit management of the
    purchase card program and answer data calls from higher
5   level authority
    Manage purchase card program through periodic
6   assessments in accordance with IOP
    Ensure program personnel are properly appointed, trained,
    capable to perform, and have appropriate credit limits
7   applied to their profile
    Ensure appropriate action is taken on non-compliance,
8   misuse, abuse and/or fraud issues
    Additional tasks as deemed necessary by supervisor
                                                                                        OJT Training Plan
                                                           Competency 27: Construction/Architect & Engineering (A&E)
                                                                                            Technical Element
    1.Develops acquisition strategies, issues notices/solicitations, conducts negotiations, selects sources, awards/administers contracts for construction & A&E in accordance with requirements & procedures
    associated w/construction & A&E outlined in the FAR & supplemental policy & procedures (w/particular attention to FAR Part 36)

                                                                                              Insert
                                                                                            Completion
                           Sample Tasks                             Level 1 Level 2 Level 3 Date or N/A          Explain how task was completed                      Reviewer/Supervisor Comments
    Demonstrate knowledge of the difference between Design
1   Build contracts and Design Bid-Build contracts.
    Demonstrate knowledge of the two-phase design-build
2   selection procedures.
    Understand how the Government estimates the "magnitude"
3   of construction projects.
    Demonstrate knowledge of the statutory cost limitations
4   associated with construction contracts.
    Demonstrate knowledge of liquidated damages with respect
5   to construction contract awards.
     Participate in selection process for Architect & Engineering
6   Services.
     Interpreted and employed the specific contract clauses in
7   accordance with FAR 36.6 and DFARS 236.6.

    Utilized standard or optional forms during the course of
8 contracting for construction, Architect & Engineer services
    Additional tasks as deemed necessary by supervisor
                                                                                            OJT Training Plan
                                   Competency 28: Contracting in a Contingent and/or Combat Environment& Engineering (A&E)
                                                                                                Technical Element
     1. Apply contracting expertise during deployments, contingency operation, or responses to natural disasters




                                                                                                  Insert
                                                                                                Completion
                             Sample Tasks                               Level 1 Level 2 Level 3 Date or N/A        Explain how task was completed   Reviewer/Supervisor Comments

     Plan and perform pre-deployment preparation actions,
 1 including the types and phases of contingency contracting
     Identify fraud and corruption issues and apply prevention
 2 measures in a contingency environment
      Provide contracting support for contingency operations (FAR
     18, DFARS 218, Joint Contingency Contracting Operations
 3   Handbook)
 4   Understand Host nation support agreements (SOFA, etc)
     Identify existing contracting assets in local area and in reach-
     back office (local embassy, navy husbanding contracts, local
 5   US military contracting office)
     Demonstrated use of basic contracting forms without
 6   assistance of fully automated system
 7   Demonstrated use of SF 44 to purchase goods/services
      Ability to purchase using SAP and BPA within the higher
 8   threshold dollar limits
 9   Use PIIN Logs to track work
      Effected payment under contingency operations with a pay
10   agent early on in the theater of operation
     Additional tasks as deemed necessary by supervisor
                                                                                    OJT Training Plan
                                                                             10 Professional Competencies
          Technical Element                          CRITERIA                                 Employee Comments   Reviewer/Supervisor Comments
     Problem Solving          Does employee identify and analyze problems; weigh
                              relevance and accuracy of information; generate and
                              evaluate alternative solutions; make recommendations?
1
     Customer Service         Does employee anticipate and meet the needs of both
                              internal and external customers and deliver high-quality
                              products and services? Is employee committed to
2                             continuous improvement?
     Oral Communication       Does employee make clear/convincing oral
                              presentations, listen effectively; clarify info as needed?
3
     Written Communication    Does employee write in a clear, concise, organized, &
4                             convincing manner for the intended audience?
     Interpersonal Skills     Does employee treat others with courtesy, sensitivity,
                              and respect and consider and respond appropriately to
                              the needs and feelings of different situations?
5
     Decisiveness             Does employee make well-informed, effective, and
                              timely decisions, even when data are limited or
                              solutions produce unpleasant consequences? Does
                              employee perceive the impact and implications of
6                             decisions?
     Technical Credibility    Does employee understand and appropriately apply
                              principles, procedures, requirements, regulations, and
7                             policies related to specialized expertise?
     Flexibility              Is employee open to change and new information;
                              rapidly adapts to new information, changing conditions,
8                             or unexpected obstacles?
     Resilience               Does employee deal effectively with pressure; remain
                              optimistic and persistent, even under adversity and
9                             recover quickly from setbacks?
     Accountability           Does employee hold self and others accountable for
                              measurable high-quality, timely, and cost-effective
                              results? Does employee determine objectives, set
                              priorities, delegate work, accept responsibility for
                              mistakes, and comply with established control systems
                              and rules? Does employee understand office's mission
10

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:64
posted:7/22/2011
language:English
pages:33