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  3. OTA Today: Newly Released Guide To Research Other Transactions

OTA Today: Newly Released Guide to Research Other Transactions

@ 12:00 pm ET
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  • Description: 

    This OTA Today focuses on the recently released Guide to Research Other Transactions under 10 U.S.C. 4021.  The Guide's release on June 2, 2023 satisfies Congress' requirement that the DOD issue guidance for Research OTs, as opposed to regulations.  As a result, the DoDGARs no long apply to Research OTs and they are no longer called "TIAs." Listen in as subject matter experts explain these changes as well as provide updates on lessons learned in the area of Research OTs.  


    Jason Day, OUSD Research & Engineering 

    Diane Sidebottom, Director of Contracts, ARPA-H; formerly Senior Policy Advisor, DARPA

    Diane M. Sidebottom recently rejoined the Advanced Research Projects Agency for Health (ARPA-H) as the Director of the Acquisition and Contracting Office (ACO).  She had previously worked with the Defense Advanced Research Projects Agency (DARPA) as the Senior Policy Advisor from Oct 2019-May 2023 and with the Defense Acquisition University as the Learning Director for Other Transactions (OTs) Agreements and Grants from Jan 2018-Sept 2019.  Over the course of her career, Ms. Sidebottom has provided training, guidance, and mentoring on the proper use of government contracts, specifically OTs, within the Department of Defense and multiple civilian agencies.  Ms. Sidebottom began her government career as the Defense Logistics Agency (DLA)’s representative to the task force supporting the Section 800 Panel in 1992. The Panel was one of the first major groups to propose significant acquisition reform legislative initiatives in the early 1990’s, with the Panel’s multi-volume report becoming the basis for the Federal Acquisition Streamlining Act.  In 1994, Ms. Sidebottom moved to DARPA just as that agency was beginning to significantly use both research and prototype OTs.  Ms. Sidebottom provided expert advice and guidance to DARPA in her role as Assistant General Counsel on a host of research and prototype projects ranging from small efforts to major weapon systems.  In 2003, Ms. Sidebottom joined the newly created Department of Homeland Security (DHS) to assist in the creation of the Homeland Security Advanced Research Projects Agency (HSARPA) and to guide DHS in the use of OTs.  She left government service in 2005 and spent the next thirteen years teaching and consulting on all aspects of government contracting, intellectual property, and OTs until joining DAU in January 2018. Ms. Sidebottom is a graduate of the University of Colorado (B.A.), the Thomas M. Cooley Law School (J.D.), and the George Washington University Law School (LL.M. in Intellectual Property Law). She holds a Top Secret clearance.  

    Ms. Patricia J. Fox, Procurement Analyst, Army

    Ms. Patricia J. Fox currently serves as a Procurement Analyst in Army Contracting Command – Aberdeen Proving Ground’s (ACC-APG’s) Strategic Initiatives Group. Ms. Fox is a Subject Matter Expert on specialized funding instruments (e.g., grants, cooperative agreements, other transaction agreements (OTAs or OTs) and partnership intermediary agreements (PIAs). She trains, mentors, and consults on the use of specialized funding instruments for DEVCOM ARL, ACC-APG and other ACC and Army organizations.  She is a member of Army and DoD IPTs/working groups related to specialized funding instruments. These specialized funding instruments are used to provide excellence in contracting and assistance solutions in support of requirements for highly specialized new or innovative research, related materials and services needed to provide the underpinning science, technology and analysis that enable full- spectrum U.S. Army operations. 

    Mr. Scott Ulrey 

    DARPA, Contracts Management Office 


    Mr. Scott Ulrey is the Senior Advisor for acquisition innovation practices at DARPA, and held previous positions as Deputy Director, Contracts Management Office, at DARPA from 2006 to 2023 and positions as division director and contracting officer at DARPA since 1989. He has more than 38 years of DoD acquisition experience, including tenure as head of the contracts section at the Special Programs Office, the White House Military Office, supporting White House classified acquisition programs.  While at DARPA, Mr. Ulrey was the architect of the mechanics of Other Transactions issued pursuant to 10 U.S.C. § 2371 and personally trained the first military service and civilian representatives in developing their own Other Transactions. He is a recognized principal authority on Other Transactions and an expert in federal and DoD procurement contracts, grants, and cooperative agreements. Mr. Ulrey was also instrumental in the development of the first Other Transactions for Prototypes Program Solicitation for the Tier II+ program, later known as the Global Hawk program, issued pursuant to 10 U.S.C. § 2371, and Section 845, the National Defense Authorization Act for FY 1994, and negotiated multiple systems programs such as the Orbital Express satellite servicing program.  An active contributor to the success of acquisition reform initiatives and to the acceptance of innovative acquisition instruments in the acquisition community, he continues to provide advice, assistance, and training on Other Transactions directly to federal and DoD contracting activities. He received a B.A. in English and History from George Mason University, an M.B.A. from the Florida Institute of Technology, and is a Lifetime Certified Professional Contracts Manager. He is the recipient of the Office of the Secretary of Defense 2018 Pricing and Contracting Legends Award.

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