Surveillance and Performance Monitoring (SPM) - Web Based Training
 

Annual COR File Inspection Checklist





Roles and Access

SPM roles with the ability to Create and Edit an Annual COR Inspection Checklist:

  • Contract Officer (CO)
  • Contract Specialist (CS)
  • Manager
  • Administrating Contracting Officer (ACO)
  • Quality Assurance Point of Contact (QAPOC)
Workflow

Upon creation of the Annual COR File Inspection Checklist in SPM, an email copy is sent to the COR, QAPOC, and ACO.

Smart Form Access

Selecting the COR Surveillance and Oversight option from the SPM menu populates the Search Criteria page. Enter the search criteria and select the Search button to display the desired search results. The displayed results contain contracts restricted by role, agency, and Issuing DoDAAC.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

A list of relevant contracts will be returned.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

Select the desired Contract link. Each contract contains 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

The image provides a preview of the Annual COR File Inspection Checklist Overview.

Smart Form Selection

To create, edit, or view a Smart Form, navigate to the COR Documents section. Click the Add Smart Forms button and select the desired Smart Form.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

Annual COR File Inspection Checklist Smart Form

Required Fields for Document Submission include:

  • Month
  • Year
  • Appointment From Date
  • Appointment To Date
  • Assigned Duties Stated
  • Date Signed by COR
  • Date Signed by Supervisor
  • Date Signed by CO
  • Signed by Contractor
  • Item Reviewed
  • System Access and Documents (EDA/WAWF)
  • SPM COR Surveillance files contain the following section

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

Select the Save button to save the Smart Form at any time or click the Submit button once all of the required information is entered.

Click the Submit button to continue with the submission process. After selecting submit, enter the correct password into the pop-up window. To move forward with the Submit process, select the Sign button.

The image provides a preview of the Annual COR File Inspection Checklist Overview.

After selecting the Sign button, the Annual COR File Inspection Checklist Smart form appears in the COR Documents section of the Contract and can be Viewed, Edited, or Deleted.

The image provides a preview of the Annual COR File Inspection Checklist Overview.