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CPE, CLE Accredited
This virtual course will discuss the history, the use of and the advantages/limitations and constraints of OTAs for both the agencies and contractors. 

Other Transaction Agreements (OTA) is the term commonly used to refer to the (10 U.S.C. 2371b) authority of the Department of Defense (DoD) to carry out certain prototype, research and production projects. 

As the US Air Force states:  Other Transactions (OTs) are legally binding instruments that may be used to engage industry and academia for a broad range of research and prototyping activities. OTs are typically defined by what they are not: they are not standard procurement contracts, grants, or cooperative agreements. As such, they are generally not subject to the federal laws and regulations that apply to government procurement contracts (e.g., FAR/DFARS). Deltek reports that over the past five years FY13-FY18, the US Army and TSA were the top agencies with OTA-related obligations.  DARPA and Air Force were 3rd and 4th. 

In the 2015 NDAA, congress allowed for the expansion of OTA beyond just weapons systems to more any prototype project or improvement of platforms, systems, components or materials in use by the armed forces. And in the 2019 NDAA some changes were made related to follow-on production of OTA programs.   

Learning Objectives:
  • Upon successful completion of this course, you will be able to:
  • Define an OTA and its statutory basis
  • Evaluate an OTA proposal
  • Create a market research report
  • Plan accordingly for an OTA contract
  • Recognize and determine IP rights for an OTA
  • Determine the follow on procedures related to OTAs
  • Define the authority to contract using OTAs

This live virtual course is eligible for both CLE and CPE credit.
NOTE: CPE/CLE credit for attendees are subject to participation and approval by the governing boards.

NASBA CPE ACCREDITATION INFORMATION
Learning Level: Beginner
Prerequisites: None
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact Federal Publications Seminars at 888.494.3696.

West Professional Development is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
www.nasbaregistry.org.
About Our Experts
  • Johana "Jody" Reed
    Partner, Reston Law Group, LLP
    Ms. Reed’s practice focuses on advising domestic and international clients on all aspects of government contracting law, including prime contracts, subcontracts and other related agreements, drafting requests for equitable adjustments and claims; drafting Contractor Performance Assessment Report System responses; reviewing, drafting, evaluating and revising ethics compliance programs; evaluation and submission of Mandatory Disclosures; Cost Accounting Standards and accounting systems/cost principles; contract and solicitation review and risk assessment; protection of intellectual property rights related to government contracts; Organizational Conflicts of Interests issues and mitigation plans; Freedom of Information Act requests and defenses; export controls compliance and training programs; and cyber security issues. She is experienced and skilled in negotiating both international and domestic contracts including subcontracts, teaming agreements, intellectual property licenses, agent agreements, and proprietary information agreements for numerous million- and billion-dollar programs. She has represented clients of all sizes in bid protests before the Government Accountability Office and the Court of Federal Claims.

    Ms. Reed lectures for Federal Publications Seminars on Data Rights in Government Contracts, Cooperative Agreements, CRADAs, Other Transaction Agreements, the FAR, DFARS, Cyber Security and Government Cloud Computing initiatives.

    Ms. Reed is a “second-career” lawyer who brings together over twenty years of experience as an attorney with over 15 years of experience as a Business Finance Manager at a major defense contractor and as a Contracts Manager at several defense contractors. She also worked under a contract with the FAA to provide contracts management support.
    Georgetown University Law Center, Washington, D.C., 1997
    Juris Doctor
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