Advanced Other Transaction Authority (OTA)
Other Transaction Authorities (OTAs) have become a primary mechanism for accelerating innovation and acquiring capability outside traditional FAR constraints. Their flexibility enables faster acquisition and broader industry participation, but also introduces complexity across capture, proposal, contracting, and execution.
This advanced workshop equips experienced practitioners with a disciplined, end to end approach for competing and winning in OTA environments. Participants learn how to shape opportunities early, align capture and proposal strategies with government priorities, and structure solutions that increase Probability of Win (Pwin) across research, prototype, and production OTAs, while managing risk, intellectual property, and long term growth.
Workshop Description:
This advanced, hands on workshop provides a practical view of the complete OTA lifecycle, from early business development through award and execution. Emphasis is placed on integrating capture, proposal, pricing, and contracting strategies to compete effectively in fast moving, non traditional acquisition environments.
Through structured exercises and real world scenarios, participants apply proven Shipley methods to analyze OTA opportunities, develop competitive strategies, and produce clear, credible responses aligned with customer priorities. The workshop focuses on helping teams act decisively, reduce execution risk, and position their organization for both initial selection and long term production success.
Topics covered include:
- OTA statutory foundations and acquisition strategy context
- Differences between OTAs and FAR based procurements
- Policy trends influencing OTA use and oversight
- Identifying and qualifying OTA opportunities
- Capture strategies for early engagement and opportunity shaping
- Proposal approaches for OTA formats (white papers, pitches, iterative submissions)
- Developing discriminators and evaluator focused messaging
- Consortium models and non traditional contractor requirements
- Pricing strategies, cost structures, and negotiation approaches
- Intellectual property, data rights, and licensing strategies
- Compliance risks, audit considerations, and regulatory gray areas
- Planning for transition from prototype to production and follow on awards
Who Should Attend
- Business Development and Capture Managers
- Proposal Managers and Senior Proposal Practitioners
- Technical and Solution Leads
- Program and Project Managers
- Contracts, Legal, and Compliance Professionals
- Pricing and Finance Leaders
- Executives responsible for innovation and growth initiatives
Certification
- 1 Elective Unit
Workshop Length
- 1 Day
