Recorded Briefing

$225.00

Win Contracts Using OTAs (Other Transaction Agreements)

This recorded session includes the session video, handouts, presentation and links to the Monday Roundtables. This Package is valid for 30 days.

This session was recorded on Jan. 16, 2025

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Overview

The federal government's usage of Other Transaction Agreements (OTA) has exploded in the past 5 years leading to an unprecedented level. An OTA is a legal instrument used by the federal government to enter into Other Transactions (OTs) with industry and academia. 

OTAs are not contracts, grants, or cooperative agreements, and there is no standard set of regulations or template for them. They are used to speed up research and development, prototype development, production, and other projects. OTAs help federal agencies access technology faster than the traditional FAR protocol, and enable the government to take advantage of emerging technology opportunities. 

What makes OTA contracts different:

1) Not FAR Based

2) Managed Through Consortia

3) Benefit of Insight Into Opportunities BEFORE Release

4) Very Flexible

5) Rapid Acquisition

Recommended attending personnel:

- Government Contracting Officers

- Contractors with Current Contracts

- Businesses that want to win direct federal contracts

- Business development

- Proposal writers

- Contract managers

- Industry Contract officers

Important: This briefing uses a Zoom-based communication connection via your network. This briefing will be accessible via phone if you are unable to connect online and recorded versions will be distributed with closed-caption for the hearing impaired. Instructions for login will be provided upon registration.

Agenda

1:00 PM  Welcome & Introductions

1:05 PM  OTA Overview

  • History of OTAs
  • Procurement Guidance
  • How OTAs are used

1:30 PM  Mechanics of the OTA

  • Consortia
  • Scoping an OTA
  • How OTAs are Managed
  • How OTAs are Awarded

1:50 PM  How Do You Get Involved?

  • Which Consortia is Right for You?
  • Cost of Membership
  • Benefits

2:00 PM  Finding & Developing Opportunities

  • Framing Your Offering
  • Understanding the Color of Money
  • Matchmaking
  • Driving a Sole Source OTA

2:25 PM  Promoting Your Membership

  • Becoming a Thought Leader
  • Educating Agency Procurement
  • What Contracting Likes to See

2:40 PM  Q & A

2:50 PM  Final Remarks

Speakers

Joan Johnson
Joan Johnson

Former Deputy Assistant Secretary of the Navy for Research (DASN (RDT&E)

LongView Group LLC

Bio

Ms. Johnson served as the Deputy Assistant Secretary of the Navy for Research, Development, Test and Engineering (DASN (RDT&E)) from August 2020 to January 2022. She was the principal advisor to the Assistant Secretary of the Navy for Research, Development and Acquisition (ASN(RD&A)), responsible for executive oversight of all matters related to RDT&E Budget Activities, Science and Engineering, Advanced Research and Development, Prototyping and Experimentation, and Test and Evaluation.

She was also responsible for oversight and stewardship of the Department of Navy Research and Development Establishment, which includes the naval laboratories, warfare centers and university affiliated research centers.

Ms. Johnson served as Executive Director for Naval Air Warfare Center Weapons Division (NAWCWD) from February 2016 to August 2020. As Executive Director and Director for Research & Engineering, Ms. Johnson was responsible for overall strategic and business planning / execution and business process efficiency necessary to satisfy business and financial objectives including budget development/execution with an annual operating budget of approximately $1.8B and a workforce of more than 6,000 civilians and 2,300 support contractors. Technical responsibilities encompassed the integration of personnel, processes, tools and facilities to meet demand for RDT&E and life cycle support of weapon systems programs workload; and technical oversight to both weapon systems and technology programs to preserve product integrity and ensure performance commitments. 

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