Common use of Contracting Officer’s Technical Clause in Contracts

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions: i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required; iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing; v. Coordinate correspondence with the Contract Administrator if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance; viii. Advise the Small Business Programs Office (SBPO) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), or ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPO; xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract number); the timeframe of the payroll period; the statement of compliance date (first page of the report); and the date WMATA received the report; xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions; xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation to the Contract Administrator; xvi. Execute a standard form containing a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment; xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) a minimum of ninety days prior to the time established in this Contract for exercise of the option; xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTR b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions:; i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required;required;‌ iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, cases requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing;writing;‌ v. Coordinate correspondence with the Contract Administrator Administrator, if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, letters and proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance;performance;‌ viii. Advise the Small Business Programs DBE Office (SBPOif DBE, SBE, or SBLPP issue(s) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), orappear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; modifications;‌ xi. Approve, in writing, the Contractor's progress schedule when required; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPO;DBE Office;‌ xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract number); the timeframe of the payroll period; the statement of compliance date (first page of the report); and the date WMATA received the report;the xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions; xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation correspondence, etc., to the Contract Administrator; xvi. Execute a standard form containing Standard Form, which contains a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment;comment;‌ xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) (if any) a minimum of ninety days prior to the time established in this Contract for exercise of the option; xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTRCOTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR.‌ b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions:; i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required;required;‌ iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, cases requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing;writing;‌ v. Coordinate correspondence with the Contract Administrator Administrator, if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, letters and proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance;performance;‌ viii. Advise the Small Business Programs DBE Office (SBPOif DBE, SBE, or SBLPP issue(s) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), orappear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; modifications;‌ xi. Approve, in writing, the Contractor's progress schedule when required; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPO;DBE Office;‌ xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract number); the timeframe of the payroll period; the statement of compliance date (first page of the report); and the date WMATA received the report;the xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions; xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation correspondence, etc., to the Contract Administrator; xvi. Execute a standard form containing Standard Form, which contains a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment;comment;‌ xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) (if any) a minimum of ninety days prior to the time established in this Contract for exercise of the option; xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR. b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions: i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required; iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing; v. Coordinate correspondence with the Contract Administrator if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance; viii. Advise the Small Business Programs Office (SBPO) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), oror Minority Business Enterprise (MBE) issue(s) appear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; ; xi. Approve, in writing, the Contractor's progress schedule when required; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPO; xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract number); the timeframe of the payroll period; the statement of compliance date (first page of the report); and the date WMATA received the report; xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions; xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation to the Contract Administrator; xvi. Execute a standard form containing a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment; xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) a minimum of ninety days prior to the time established in this Contract for exercise of the option; xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR. b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions: i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required;required;‌ iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing; v. Coordinate correspondence with the Contract Administrator if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, proposals and submissions for the Contracting Officer;Officer;‌ vii. Advise the Contracting Officer of potential problems that may affect Contract performance; viii. Advise the Small Business Programs Office (SBPO) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), oror Minority Business Enterprise (MBE) issue(s) appear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; ; xi. Approve, in writing, the Contractor's progress schedule when required; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPO; xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract number); the timeframe of the payroll period; the statement of compliance date (first page of the report); and the date WMATA received the report; xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions;actions;‌ xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation to the Contract Administrator; xvi. Execute a standard form containing a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment; xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) a minimum of ninety days prior to the time established in this Contract for exercise of the option;option;‌ xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR. b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. The work will be conducted under the Contracting Officer's general directions. Authority will be delegated to the Contracting Officer's Technical Representative (COTR) to take the following actions:; i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Contract Administrator; ii. Approve in writing the Contractor's progress schedule and submittals when required;required;‌ iii. Inspect the work for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor invoices or payments to the Contracting Officer's attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, cases requiring release of final retained percentages of payment, the COTR will make his or her recommendations to the Contracting Officer in writing;writing;‌ v. Coordinate correspondence with the Contract Administrator Administrator, if its importance significantly impacts the Contractual terms and conditions; vi. Evaluate the Contractor's technical letters, letters and proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance;performance;‌ viii. Advise the Small Business Programs DBE Office (SBPOif DBE, SBE, or SBLPP issue(s) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), orappear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that the Contractual not-to-exceed amount will be exceeded; x. Prepare WMATA's estimate for proposed Contract modifications. Participate in negotiations for modifications; modifications;‌ xi. Approve, in writing, the Contractor's progress schedule when required; xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPODBE Office; xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicating: name of the Contractor and subcontractor; the Contract number; the certified payroll number (number for the payroll for the project starting with Contract numberthe number ); the timeframe of the payroll periodperiod (i.e. //-//); the statement of compliance date (first page of the report); and the date WMATA the report was received the reportby WMATA; xiv. Maintain a comprehensive file/record of documents and correspondence concerning Contract activities and actions; xv. Provide the Contract Administrator with a written notification after all supplies/services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation correspondence, etc., to the Contract Administrator; xvi. Execute a standard form containing Standard Form, which contains a detailed performance evaluation of the Contractor. If there are one or more categories in which the Contractor is deemed unsatisfactory, these evaluations must be provided to it for comment;comment;‌ xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) (if any) a minimum of ninety days prior to the time established in this Contract for exercise of the option; xviii. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. The COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTRCOTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR.‌ b. The COTR's name and address will be provided after award.

Contracting Officer’s Technical. REPRESENTATIVE (COTR) a. (a) The work will be conducted under the Contracting Officer's ’s general directionsdirection. Authority The Contracting Officer will be delegated delegate authority to the Contracting Officer's Technical Representative (“COTR”) to take the following actions: i. Act as the principal point of contact with the Contractor. The COTR will submit a copy of each item of incoming correspondence and a copy of any enclosures to the Authority’s Contract Administrator; ii. Approve in writing the Contractor's ’s progress schedule and submittals when required; iii. Inspect the work and deliverables for compliance with this Contract; iv. Review and approve invoices and payment estimates. The COTR will forward invoices and receipts to accounting. The COTR will bring any significant discrepancies in, or disputes concerning, Contractor the Contractor’s invoices or payments to the Contracting Officer's ’s attention. The COTR must ensure that the Contractor is not charging for any unauthorized expenses, such as travel or lodging in a firm fixed price contract. In those cases, requiring release of final retained percentages of payment, the The COTR will make his or her recommendations regarding release of any retainage to the Contracting Officer in writing; v. Coordinate correspondence with the Contract Administrator if its importance significantly impacts the Contractual terms and conditionsthis Contract; vi. Evaluate the Contractor's ’s technical letters, proposals and submissions for the Contracting Officer; vii. Advise the Contracting Officer of potential problems that may affect Contract performance; viii. Advise the Authority’s Small Business Programs Office (SBPOSBP) if Disadvantaged Business Enterprise (DBE), Small Business Enterprise (SBE), oror Minority Business Enterprise (MBE) issue(s) appear that may require investigation. ix. Advise the Contracting Officer whenever the COTR has reason to believe that a reasonable amount of time before the Contractual not-to-exceed amount will be exceeded, if the COTR has a good faith basis for determining that this is likely to occur; x. Prepare WMATA's the Authority’s estimate for proposed Contract modifications. Participate , and participate in negotiations for modifications; ; xi. Approve, in writing, the Contractor’s progress schedule when required. xii. Receive from the Contractor, monthly, if applicable, DBE status reports and forward them to the SBPOAuthority’s SBP Office; xiii. Receive from the Contractor certified payroll reports and prepare a log sheet indicatingindicating the following: (1) name of the Contractor and subcontractor; (2) the Contract number; (3) the certified payroll number (number for the payroll for the project starting with Contract numberthe number 1); (4) the timeframe time frame of the payroll periodperiod (e.g., 1/21/18-2/3/18); (5) the statement of compliance date (first page of the report); and (6) the date WMATA that Authority received the report;. xiv. Maintain a comprehensive file/record of documents and correspondence and other documentation concerning Contract activities and actions; xv. Provide If this Contract is ready for closeout, the COTR shall provide the Contract Administrator with a written notification after all supplies/services Products and Services have been received with a statement that the COTR is not aware of any open issues that would preclude closeout of the Contract and that it is ready for closeout. The COTR will return the file, containing all records, correspondence and other documentation correspondence, etc., to the Contract Administrator; xvi. Execute a standard form containing Perform a detailed performance evaluation of the Contractor. If there are one one (1) or more categories in which the Contractor is deemed unsatisfactorynot satisfactory, these evaluations must be provided to it the Contractor for comment; xvii. Provide the Contract Administrator with a written request (and requisition) to exercise any option(s) (if any) a minimum of ninety (90) days prior to the time established in this Contract for exercise of the option;; and xviii. The COTR may not further delegate his/her duties or responsibilities regardless of whether he or she will be absent. If, for whatever reason the COTR is unable or unwilling to fulfill his or her responsibilities under this Contract, only the Contracting Officer can designate a new COTR. xix. The presence or absence of the COTR or his or her inspectors shall not relieve the Contractor from any requirements of this Contract. xix. (b) The name, address and telephone number of the COTR may not re-delegate or sub-delegate his or her authority to act on the Contracting Officer's behalf. If for whatever reason the COTR b. The COTR's name and address will be provided after to the Contractor at award.