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Subject Matter Experts:
• Keith Stern (PIEE JAM/SPM SME)
• Jason Ackiss
• Michelle Currier
COR Community of Practice:https://www.dau.edu/cop/cor/Pages/
Default.aspx
Presents:
*Note: Coffee not included
Online Resources for CORs
• DoD 5000.72 - DoD Standard for COR Certification• https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/500072p.pdf?ver=
2018-09-26-083124-387
• Online FAR• https://www.acquisition.gov/
• PIEE Landing Page• https://piee.eb.mil
• DAU COR Community• https://www.dau.edu/cop/cor/Pages/Default.aspx
• DoD Class Deviations• https://www.acq.osd.mil/dpap/dars/class_deviations.html
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Version Number 1.0
11 July 2020
CONOPS
Team
U.S. Army Contracting Command
Redstone
PIEE Joint Appointment (JAM) & Surveillance & Performance Monitoring (SPM) , Government Furnished Property Modules
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Department of Defense COR Handbook, 22 MAR 2012
Department of Defense Instruction 5000.72, 26 MAR 2015 with Change 1 31 Aug 2018, (DoD Standard for Contracting Officer’s Representative (COR) Certification)
Federal Acquisition Regulation (FAR) 1.602-2
Defense Federal Acquisition Regulation Supplement (DFARS) 201.602-2
Service Specific Regulations/Local Policy
Army Federal Acquisition Regulation Supplement (AFARS) 5101.602-2-91
Army Regulation 70-13 30 Jul 2010, Management and Oversight of Service Acquisitions, Chapter 2-2, 2-5
COR REFRENCES
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Overview of the Process or Requirement
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https://piee.eb.mil/piee-landing/
1. First Time Users
2. Returning Users
PIEE Main Page
1 2
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Overview of the Process or Requirement
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PIEE Consent Page
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Overview of the Process or Requirement
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PIEE Main Page
PIEE Log In Page or Find GAM
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Overview of the Process or Requirement
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You can add Training here and keep it current!
Must Always be Current!
My Account Options
Add Roles
Update Roles
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PIEE Help
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TRAINING
FIND GAM
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PIEE Help
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Click on for Training ICONS
Lots of other
Resources
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Click on the ICON(s) for Training
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Click on a ICON and
take Training
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Find your GAM
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Call (866) 618-5988 (prepare to be on hold for awhile). Tell helpdesk you checked for your GAM and there
are no GAMs for your DoDAAC Ask: Who is the next tier POC that can approve my role for my
DoDAAC? Provide them your DoDAAC and they will give you the POC/
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JAMJoint Appointment Module (JAM):
Formal process of nominating and appointing the Contracting
Officer Representative (COR)
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PIEE JAM/SPM Modules
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COR Information Tab
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If you do not have a visible drop
down that says: COR Nomination
then go to COR Information Tab
Check COR Information and Fill out all Mandatory
Fields
Fill in all Fields with
an *
If Yes, Never upload
your OGE 450 (PII)
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COR Information Tab
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Ignore this if you have CLC 222
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COR Nomination by the COR in JAM
Create COR Nomination – EDA: When replacing
CORs or after contract/order has been awarded
and is uploaded in EDA
Create COR Nomination – Pre Award number:
for all other nominations
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BEST PRACTICE to ensure PCO’s have a COR
nomination prior to awarding contract or order
BEST PRACTICE
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COR: Add Training in PIEE JAM
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COR: Add Training in PIEE JAM
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COR Initiated Nomination Using Pre Award (Best Practice)
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-Agency Identifier
-Purchase Request Number
-Project Number
-Solicitation Number
Choices
Note: This is just a place holder so the PCO
can easy identify the COR who needs to be
appointed after Contract/order has been
awarded.
Example
ALWAYS the Contracting DoDAAC (i.e.. 1st 6
Characters of Contract)
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COR Nomination Using EDA
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COR Nomination Pre-award & EDA
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COR Nomination Pre-award & EDA
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Mandatory Field even
though no *.
Always Select NO
If your PCO or Specialist is not in the Drop Down, it means they do
not have an active JAM/SPM Account for the DoDAAC you chose.
Check to ensure you have the correct DoDAAC and if you do, email
the PCO and let them know they are not in the drop down to select.
EDA
Pre Award Number
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COR Nomination
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Type A = Firm Fixed Price w/o incentives, Non Complex, Low Risk
Type B = FFP with Incentives, Cost Plus Fixed Fee & all others not identified in Types A & C
Type C = Unique Contract Requirements Requiring Higher Education or Specialized
Training
Refer to DODI 5000.72, Enclosure 6, Tables 2-4
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COR Nomination
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Effective Date of
Contract/OrderContract/ or Order End Date plus 1 Month (So COR’s can
do final reports and PCO can approve)
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COR Nomination
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COR Nomination
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COR Nomination
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COR Nomination
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COR Designation Letter Signature
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0000
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Note: The COR Appointment will not be
finalized (Active) until your Supervisor
signs the COR Designation Letter.
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SPMSurveillance and Performance Monitoring (SPM):
Provides individuals performing contract surveillance a single
location to access key contract data to obtain the overall state
of a contract.
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PIEE JAM/SPM Modules
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SPM Guides
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SPM Menu
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Click Here
unless all you
want to do is
View
Search &
View ONLY
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SPM
Step 2: A list of contracts will be returned
Step 1: After selecting COR Surveillance and Oversight from the SPM menu,
this is what you will see. Enter your desired search criteria i.e. COR Last
Name etc. and select the search button
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Primary
Alternate
Active COR
Inactive COR
Terminated COR
Contract Closed
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SPM
Step 3: After clicking on the Contract Number link, the following page will be displayed.
Each contract will have the following sections of information: Contracting Information,
Contractor Information, Contract Place of Performance, QA Surveillance Plan/Waiver, COR
information, Supervisor/Commander Information, COR Certifications,
Supervisor/Commander Certifications, Contracting Office Certifications, Designation Letter,
Termination Letter, Workflow History, and Surveillance Documents.
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SPM
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Click & Expand to
Add
Documents/Create
SMART Forms
Click + and
Expand when
needed
Click + and
Expand when
needed
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SPM
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SPM
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SPM
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SPM
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If there is a Smart
Form, use it instead of
a local form.
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SPM
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SPM
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SPM
Examples of Manual Documents
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• Bonds
• Compliance Documents
• Contract Deficiency Reports
• Contract Deliverables
• Contractor Performance Assessment Reporting System (CPARS) Evaluations
• Drawing Specification and Performance Parameters
• Enterprise Contractor Manpower Reporting Application (ECMRA) Annual Report
• Earned Value Management Documents
• Environmental Plan
• Inspection Documents
• Integrated Master Schedule
• Laboratory Test Documents
• Management Plan Documents
• Method of Surveillance Documents
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SPM
Examples of Manual Documents
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• Non-Conformance
• Other Construction/A&E
• Other Contractor Performance Documents
• Other Schedule Documents
• Other Surveillance Documents
• Warranty Documents
• Payroll (No PII)
• Safety
• Site Visit Reports
• Test Reports
• Work Reports
• All pertinent emails
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SPM
The user will select one of the Document Types: Deficiency Reports, Environmental Plan, GFE
Inventory, GFE Property Validation, Maintenance Plan, Other, Required Regulations, Safety Plan,
Test Reports, and Work Plan.
Note: Mandatory Fields with an *
Select
Appropriately
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CORs: Create Outlook Appointment Reminder to ensure you submit
Required Reports on time:
Recommendations
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Reminders
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Period of Performance Extensions
If the Contracting Officer extends the
Period of Performance on a contract/order,
the Contract Specialist or the Contracting
Officer must manually update the Period of
Performance for Monitoring dates in PIEE
JAM in order to keep the record active.
When the CO/CS changes the PoP for
monitoring dates, PIEE JAM will force
them do create an addendum to the
designation letter.
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Period of Performance for Monitoring Addendum
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Good to Know
Information
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Training Requirements – Type A
The COR should review the required training
requirements prior to self-nominating to ensure adequate
training is completed prior to nomination. The KO should
verify prior to appointing a COR.
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Training Requirements – Type B
The COR should review the required training requirements
prior to self-nominating to ensure adequate training is
completed prior to nomination. The KO should verify prior to
appointing a COR.56
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Training Requirements – Type C
The COR should review the required training
requirements prior to self-nominating to ensure adequate
training is completed prior to nomination. The KO should
verify prior to appointing a COR.57
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COR Training Requirements
Type A - DAU CLC 106 - COR with a Mission Focus- DAU CLM 003 - Ethics Training or equivalent (AnnualRequirement)
- Combatting Trafficking In Persons (Annual Requirement) - Wide Area Work Flow (WAWF)- Local/theater/Mission Specific Training (as Required)
Type B - DAU 222 COR Online Training- DAU CLM 003 - Ethics Training or equivalent (Annual Requirement)- Combatting Trafficking In Persons (Annual Requirement)- Wide Area Work Flow (WAWF)- Local/theater/Mission Specific Training (as Required)
Type C - Same training as Type B and
- License or certificate as identified by the PCO or Requiring Activity
Note: If you complete CLC 222 it is valid for Type A, B & C
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Required Training by Type
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Managing Roles in PIEE
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Managing Roles in PIEE
JJAM
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WAWF Role DoDAAC
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Always check your Contract/Order WAWF
Routing Table to ensure you have an active role
for the applicable role DoDAAC i.e. Inspect by
or Service Acceptor
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COR Nomination Workflow
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COR Nomination Workflow
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COR Nomination and Appointment Statuses
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PIEE SPM Roles
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https://pieetraining.eb.mil/wbt/xhtml/wbt/spm/overview/rolesAndFunctionsMatrix.xhtml
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Government
Furnished Property
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https://pieetraining.eb.mil/wbt/xhtml/wbt/gfp/index.xhtml
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PIEE GFP Module
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GFP Main Menu
Click on Government> GFP Initiator>Create GFP Attachment
GFP Attachment Excel Upload
Existing GFP Attachment
Manual Data Entry
Choices
