Other Transactions: Inventing the Future



Top leadership in the DoD has laid the foundations for an alternative acquisition system using other transactions (OTs) and related authorities.  In the 2018 NDAA, Congress asked DoD to develop a preference for using these authorities for R&D, experimentation and prototyping.  New Pentagon guidance strongly urges thinking about problems, potential solutions and win/win business arrangements using OTs.  The stage is set, the light is green, the needs are pressing…  it is now up to leadership, program executives and managers, innovation hubs in government and industry to blaze new trails.  It’s time to get smart, this is not business as usual and new, even radical, thinking applies.  The language and ideas indicate that these are more than niche authorities, they make up the core of an alternative system…  a system that has largely yet to be invented.

 

For those in government and industry who want to accomplish mission goals and develop new capabilities in new advantageous ways, this is an exciting time, full of potential and opportunity.  Join us in February for education and insight to equip you on your way toward inventing the future!

 

Education is the Key to unlocking the power of OTs!

The Secretary of Defense shall – ensure that management, technical, and contracting personnel of the Department of Defense involved in the award or administration of transactions under this section or other innovative forms of contracting are afforded opportunities for adequate education and training… Sec. 863, NDAA 2018

Who Should Attend…
⦁ Senior Leadership accountable for planning, policy and/or implementation
⦁ Program Executives in government and industry who oversee R&D, systems development
⦁ Program Managers responsible for research, development & experimentation
⦁ Contracting and Support Staff in R&D, innovation and acquisition

 

Course Objectives… Learn to

⦁ Reduce R&D and acquisition time, cost, and improve outcomes
⦁ Negotiate and collaborate consistent with commercial practices
⦁ Attract and do business with non-traditional, innovative companies
⦁ Identify and avoid non value added processes
⦁ Use OTs to address critical problems with greater agility

 

Added Benefits…
⦁ Increase business acumen
⦁ Network with like-minded doers
⦁ See OTs as the core of an Alternative Acquisition System

 

Speaker and Presenter Information

Agenda:

Day One – Paradigm Shift

0900  Essentials of Other Transactions

0945  Past, Present & Future

1015  break

1030  Deep Dive into the Statutes

1115  Varieties of OTs

1145  Lunch (on your own)

1300  Keynote (tba)

1345  Focus Session: New DoD OT Guide

1500  break

1515  Follow-on Production: Getting Serious

1545  Common Pitfalls & Overcoming Resistance

1615  Networking Reception

 

Day Two –  New Thinking & Exploring the Potential

0900  Review and Participant Q&A

0945  Building an OT Action Team

1015  break

1030  Outreach & Solicitation

1100  Agreements & Negotiations

1130  Common Terms & Conditions

1200  Lunch (on your own)

1300  Project Spotlight (tba)

1345  Emerging Business Model: 3rd Party Financing

1415  break

1430  Innovative Business Approaches: CRADAs, Grants, PIAs, 2373

1500  Inventing the Future

1545  Q&A

1600  End

(1/2/19: agenda subject to and most likely will change)

Speakers:

  

Richard L. Dunn, Founder, Strategic Institute for Innovation in Government Contracting


Referred to as “the godfather of OTs” as a result of his pioneering work as DARPA’s first General Counsel.  Mr. Dunn provides advice and engages in research and analysis related to the deployment and implementation of technology in the military and civil sectors through partnering and other innovative means; he conducts research in national security operations, technology and their interactions; and, analyzes laws, policies and practices that impact the effective implementation of technology.


As General Counsel of DARPA, he organized the office and provided a full range of legal services for the nation’s foremost national security research and development agency. Mr. Dunn pioneered innovative techniques to support science and technology projects by championing the enactment of legislation that authorized DARPA to enter into cooperative relationships with commercial companies or “partnerships” of companies and other organizations. Other pioneering efforts involved obtaining authority to conduct prototype projects outside the normal contracting statutes and special authority to recruit and pay scientists and engineers without regard to Civil Service laws.  Additionally, he championed and obtained authority to award incentive prizes to spur technology developments. All these authorities are in use and have served as models for other agencies. Awards include the Presidential Rank of Meritorious Executive and the Secretary of Defense Medal for Meritorious Civilian Service.


For his full bio on this website click HERE.


Benjamin McMartin, Chief, Acquisition Management Office, U.S. Army TARDEC


Benjamin McMartin currently serves as chief of the Acquisition Management Office for the U.S. Army Tank Automotive Research, Development and Engineering Center, responsible for management of two consortium-model Other Transaction Agreements (OTAs) with technical focus areas in automotive, autonomy, mobility, ground combat systems, and related technologies. He is a former contracting and grants/agreements officer, and founder of the Acquisition Innovation Road Show (
#AIRS).  A member of the Michigan State Bar since 2008, Mr. McMartin holds a B.A. in History from Oakland University, and a J.D. from the University of Detroit-Mercy School of Law.


David Rothzeid, Director of Acquisition Pathways, Maj. USAF, Defense Innovation Unit (DIU)


Maj. Rothzeid works on strategic initiatives focused on streamlining DoD acquisition across the Department of Defense. He also works within the Information Technology and Machine Learning/Artificial Intelligence Portfolios at DIUx. Additionally, David operates as a liaison officer to Air Force program offices and educates acquisition professionals across all the services in Other Transactions utilization.

Prior to DIUx, David worked as an Executive Officer and Program Manager in the Special Programs Division (AFLCMC/HNJ) at Hanscom AFB, MA from July of 2012 to July of 2016. His first assignment was as a Project Officer for the Air Force Satellite Control Network (SMC/RNL) at Peterson Air Force Base, CO from July 2008 to July 2012. Additionally, he deployed as a member of USSOCOM GHOST program in 2013 to MacDill, AFB, FL and Bagram Air Base, Afghanistan. He has BA from Miami University in Economics (‘08) and an MBA from University Colorado, Colorado Springs (‘11).

 

~ Keynote and more speakers coming soon ~

Expected Number of Attendees

100

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, DOD & Military, Dept of Homeland Security, National Institutes of Health, Federal Government


This event has no exhibitor/sponsor opportunities


When
Wed-Thu, Feb 27-28, 2019, 9:00am - 4:00pm


Where
Marines' Memorial Club
609 Sutter St
San Francisco, CA 94102
Get directions


Website
Click here to visit event website


Organizer
Strategic Institute


Contact Event Organizer



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