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  COR Surveillance and Oversight

COR Surveillance and Oversight

Click this link to open the Quick Reference Guide COR Surveillance and Oversight document (PDF)

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COR Surveillance and Oversight


Document Demo Doc Last Updated Notes
COR Surveillance and Oversight Overview This demo will present an overview of the COR Surveillance and Oversight. It will review each section in the Contract Management Guide and will also demonstrate adding a Smart form and additional documents such as a Maintenance Plan to a contract Demo video. This demo will present an overview of the COR Surveillance and Oversight. It will review each section in the Contract Management Guide and will also demonstrate adding a Smart form and additional documents such as a Maintenance Plan to a contract Demo document May 2019 This demo will present an overview of the COR Surveillance and Oversight. It will review each section in the Contract Management Guide and will also demonstrate adding a Smart form and additional documents such as a Maintenance Plan to a contract.

The COR Surveillance and Oversight search will only return the contracts relevant to the user’s role and DoDAAC. The user will only have rights to edit for the contracts returned in the search.


COR Surveillance and Oversight

The image provides a preview of the COR Surveillance and Oversight Overview.

Step 1: After selecting COR Surveillance and Oversight from the menu, the following search page will be displayed. Enter in the desired search criteria. In this example, the Nomination / Appointment Status is set to Active. The search will restrict results by role and DoDAAC.

The image provides a preview of the COR Surveillance and Oversight Overview.

Step 2: Click on a Contract Number link. Upon clicking on the Contract number link the Contract Management Guide will open.

The image provides a preview of the COR Surveillance and Oversight Overview.

Contract Management Guide

Once the user selects a Contract Number link, the Contract Management Guide will be displayed. The Contract Management Guide consists of the following sections:

  • Contracting Information
  • Contractor Information
  • Period of Performance for Monitoring
  • Contract Place of Performance
  • QA Surveillance Plan/Waiver
  • COR information
  • Supervisor/Commander Information
  • COR Certifications
  • Supervisor/Commander Certifications
  • Contracting Officer Certifications
  • Designation Letter
  • Termination Letter
  • Workflow History
  • COR Documents

Please see the Contract Management Guide section for details on each of these sections.

The image provides a preview of the COR Surveillance and Oversight Overview.

Contracting Information

The Contracting Information as captured in JAM will be defaulted into SPM as view only. The users with the CO, CS, DA or DPC Admin roles will have the Edit button available to edit the following fields only: Issuing Office DoDAAC, Contracting Officer Name, Contract Specialist Name, QA POC Name, and ACO Name.

The image provides a preview of the COR Surveillance and Oversight Overview.

Contractor Information

The Contractor Information as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

Contract Place of Performance

The Contract Place of Performance as captured in JAM will be defaulted into SPM as read-only. A COR, CS or CO will have the ability to add a Contract place of Performance. Any changes made in SPM will automatically be updated to the corresponding record in JAM.

The image provides a preview of the COR Surveillance and Oversight Overview.

The image provides a preview of the COR Surveillance and Oversight Overview.

QA Surveillance Plan/Waiver

The QA Surveillance Plan and Waiver Section will display the QASP or Waiver information as defined in JAM. A CO or CS for the contract can add or remove additional QASPs as required. However, the user will not be permitted to delete the original QASP entry defaulted from JAM.

The image provides a preview of the COR Surveillance and Oversight Overview.

Add QASP

The image provides a preview of the COR Surveillance and Oversight Overview.

Add QASP Waiver – The Add QASP Waiver option will only be available if there is no QASPs on file. COR

The image provides a preview of the COR Surveillance and Oversight Overview.

COR Information

This section includes the COR’s information, supervisor, training and experience.

The image provides a preview of the COR Surveillance and Oversight Overview.

Supervisor / Contractor Information

The Supervisor / Contractor Information as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

COR Certifications

The COR Certifications as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

Supervisor / Commander Certifications

The Supervisor / Commander Certifications as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

Contracting Officer Certifications

The Contracting Officer Certifications as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

Designation Letter

The Designation Letter as captured in JAM will be defaulted into SPM as read-only.

The image provides a preview of the COR Surveillance and Oversight Overview.

Termination Letter

The following roles have view only access to the Termination Letter: COR, CO, CS, QAPOC, ACO, Manager, Department Admin, and DPC Admin.

The image provides a preview of the COR Surveillance and Oversight Overview.

Workflow History

The image provides a preview of the COR Surveillance and Oversight Overview.

COR Documents

In this section the user will be able to add smart forms and external documents for an individual contract, the access varies by the role and document.

The image provides a preview of the COR Surveillance and Oversight Overview.

Smart Forms

The Surveillance document can be one of the smart forms available in SPM. Please see the quick reference guides for the available smart forms. The guides will review the workflow and the specific users with access to the forms.

The image provides a preview of the COR Surveillance and Oversight Overview.

Smart Form Create Edit View
Annual COR File Inspection Checklist CO, CS CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
COR Status / Progress Report COR COR, CO, CS, QAPOC, ACO COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Contract Discrepancy Report COR, QAPOC, ACO COR, QAPCO, ACO, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Trip Report CO, CS, QAPOC, ACO, Manager, DA, DPC COR, CO, CS, QAPOC, ACO, Manager, DA, DPC only person who is "reviewer" COR, CO, CS, QAPOC, ACO, Manager, DA
Memorandum for the Record CO, CS, QAPOC, ACO, Manager, DA, DPC CO, CS, QAPOC, ACO, Manager, DA, DPC CO, CS, QAPOC, ACO, Manager, DA, DPC
Contractor Progress Report COR, CO, CS COR, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Correspondence Report COR COR, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Construction COR Compliance Review COR, QAPOC, ACO COR, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Surveillance Checklist COR, CO, CS, QAPOC, ACO COR, CO, CS, QAPOC, ACO COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Surveillance Schedule COR, CO, CS, QAPOC, ACO COR, CO, CS, QAPOC, ACO COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Warranty Tracking Information COR, CO, CS COR, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Warranty Source of Repair Instructions COR, CO, CS COR, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC
Universal Examination Record COR, QAPOC COR, QAPOC, CO, CS COR, CO, CS, QAPOC, ACO, Manager, DA, DPC

Add Documents

The image provides a preview of the COR Surveillance and Oversight Overview.

Form Form Type Category Subcategory Panel Section
Status Reports Smart Forms Reports Status COR Status/Progress Report
Contractor Progress Report Manual Uploads Reports Progress COR Status/Progress Report
COR Trip Report Smart Forms Reports Trip COR Trip Report
Correspondence Report Smart Forms Correspondence Correspondence
Surveillance Checklist Smart Forms Surveillance Checklist Surveillance
Surveillance Schedule Smart Forms Surveillance Schedule Surveillance
Universal Examination Record Smart Forms
Other Surveillance Manual Uploads Surveillance Other Surveillance
Environmental Plan Manual Uploads Plan(s) Environmental Plan(s)
Maintenance Plan Manual Uploads Plan(s) Environmental Plan(s)
Safety Plan Manual Uploads Plan(s) Safety Plan(s)
Work Plan Manual Uploads Plan(s) Work Plan(s)
Drawing Specifications and Performance Parameter Manual Uploads Plan(s) Drawing Specifications and Performance Parameter Plan(s)
Test Report Manual Uploads Reports Test Reports
Deficiency Reports Manual Uploads Reports Deficiency Reports
Non-Conformance Reports Manual Uploads Reports Non-Conformance Reports
Contract Discrepancy Report Smart Forms Reports Contract Discrepancy Reports
Construction COR Compliance Review Smart Forms Compliance Review Construction COR Compliance Review Construction/A&E
Payroll Manual Uploads Construction/A&E Payroll Construction/A&E
Bonds Manual Uploads Construction/A&E Bonds Construction/A&E
Other Construction/A&E Manual Uploads Construction/A&E Other Construction/A&E
Warranty Tracking Information Smart Forms Warranty Warranty Tracking Information Warranty
Warranty Source of Repair Instructions Smart Forms Warranty Warranty Source of Repair Instructions Warranty
Other Warranty Documents Manual Uploads Warranty Other Warranty
Memorandum for the Record Smart Forms Memorandum for the Record N/A Memorandum
Earned Value Management Manual Uploads Earned Value Management N/A Earned Value Management
Annual COR File Inspection Checklist Smart Forms COR File Checklist N/A Agency Assessment
Deliverables Manual Uploads Contractor Performance Deliverables Contractor Performance
Compliance Manual Uploads Contractor Performance Compliance Contractor Performance
Other Contractor Performance Document Manual Uploads Contractor Performance Other Contractor Performance
Integrated Master Schedule Manual Uploads Schedule Integrated Master Schedule Schedule
Other Schedule Manual Uploads Schedule Other Schedule

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