Other Transactions Simulation

By Diane Sidebottom, Learning Director, Other Transactions (OT) Authority and Grants
and Michelle Currier, Professor of Contracting

About

This page supports the Other Transactions Simulation: a two-day, instructor-led exercise on the use of other transaction authorities for acquisition.

Topics covered include:

1. What problem are you trying to solve, and what's the best approach to solve it?
2. What is your acquisition strategy, including program structure and competitive approach?
3. How will you solicit for offers, and how will you conduct the selection process?
4. What will be your agreement terms and conditions?

Presentation Brief

OT Simulation Resource Documents

The below Resource Documents are to be used by participants as reference material when developing an Other Transaction as part of the OT Simulation. Documents are categorized under headers to assist the participant in more readily identifying information of interest.

Market Intelligence

• Market Intelligence - Thinking like a VC
• Marketing vs Market Research vs Market Intelligence
• Why startups Don't Bid on Government Contracts
• Why Startups Don't Bid on Government Contracts, What Can Be Done About It
• Why Startups Don't Bid on Government Contracts, Perception
• Market Research/Intelligence - Contractor Approach

Middle Tier

• Middle Tier of Acquisition (Rapid Prototyping/Rapid Fielding) Interim Governance
• Middle Tier of Acquisition (Rapid Prototyping/Rapid Fielding) Interim Governance 2
• Middle Tier of Acquisition (Rapid Prototyping/Rapid Fielding) Interim Authority and Guidance
• Middle Tier Acquisition (Rapid Prototyping/Rapid Fielding) Interim Authority & Guidance, 16 Apr 2018 (USD(A&S)) Memorandum (Presentation)
• Middle Tier Acquisition (Section 804) NDAA Language - AiDA

Model OT Agreements

• DIU Model OTA (DRAFT)
• Generic Sample Section 2371b - Fixed nontraditional - Updated 4.2018
• Sample Section 2371b - Expenditure based approach - Updated 3.2016

OT Protests

• ACI Technologies OT Protest 2019
• B-416752, Blade Strategies, LLC OT Protest 2019
• REAN OT decision

Policy

• Class Deviation - Defense Commercial Solutions Opening Pilot Program
• DoD Instruction 5000.02, January 2015
• Other Transactions Guide
• Reporting of Department of Defense Use of Other Transactions for Prototype Projects
• Clarification of Other Transactions Guide, November 2018, and Nontraditional Defense Contractors Supplies and Services

Prize Authority

• 10 U.S. Code § 2359b. Defense Acquisition Challenge Program
• 10 U.S. Code § 2374a. Prizes for advanced technology achievements

Quick Reference

• Acquisition Strategy Discussion Checklist
• Alternative Presentation/Proposal Methods: Definitions
• DAU OT Essential Boundary Conditions
• Expenditure vs. Fixed and Payable Milestones Discussion
• Follow on Production Boundary Conditions
• Intellectual Property: Navigating Through Commercial Waters
• Payable Milestones Example
• Tool Box

Sample Solicitations

• Air Force FY19 AETC Commercial Solutions Opening(CS) - FA3002-19-S-C001 - Federal Business Opportunities
• DARPA Program Announcement for Disruptioneering, DARPA-PA-19-02
• DARPA Program Solicitation, DARPA-PS-17-01
• DIUx Commercial Solutions Opening White Paper
• ACC-APG Consortium Solicitation - SCEC Solicitation

Statutes

• 10 U.S. Code § 2371. Research projects: transactions other than contracts and grants
• 10 U.S. Code § 2371b. Authority of the Department of Defense to carry out certain prototype projects
• 10 U.S. Code § 2373. Procurement for experimental purposes

Training

• DAU Other Transactions Basics
• Intellectual Property and Other Transactions