This is a previously recorded program with live Q&A at the end of the PM session. 

Unless specified otherwise, each day of this Virtual Course will include a lunch break from 1:00 to 2:00 p.m. ET. 

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.
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