ALCOAST 223/24 - MAY 2024 USE OF OTHER TRANSACTIONS TO CARRY OUT CERTAIN TYPES OF AGREEMENTS FOR RESEARCH, PROTOTYPES, AND FOLLOW-ON PRODUCTION

R 171203Z MAY 24 MID120001108622U
FM COMDT COGARD WASHINGTON DC
TO ALCOAST
BT
UNCLAS
ALCOAST 223/24
SSIC 5000
SUBJ: USE OF OTHER TRANSACTIONS TO CARRY OUT CERTAIN TYPES OF
AGREEMENTS FOR RESEARCH, PROTOTYPES, AND FOLLOW-ON PRODUCTION
A. USCG Other Transaction Policy Memo
B. Title 14 U.S.C. Section 719
C. Title 14 U.S.C. Section 1158
D. Department of Homeland Security, Other Transactions for Research
and Prototype Projects Guide (Apr. 2022)
E. USCG Contracting Officer Warranting Program Policy
(CGAP SUBCHAPTER 3001.603)
F. CG-8C Interim Financial Management Policy for Transferring Funds
in Support of Other Transactions (OTs)
1. This ALCOAST notifies mission partners that the Head of the
Contracting Activity (HCA) released REF (A) to implement
Other Transaction (OT) use from REFs (B) and (C).
    a. REF (A) provides OT authority use criteria, procedures for
agreement officer and selection authority appointments, and
expedites timelines both by providing templates as well as
delineating staffing procedures that streamline both OT document
approval by minimizing layers between the approving authority and
OT execution.
    b. REF (A) and the following appendices are located on the
Acquisition Road Map (ARM) Document Search by entering the keyword
"OT" using the search bar on the middle of this page:
(Copy and Paste URL Below into Browser)

https://uscg.sharepoint-mil.us/sites/cg9/ARM/SitePages/Search.aspx

Appendix A - Determination and Findings Template
Appendix B - Other Transactions Acquisition Strategy Template
Appendix C - Other Transactions 719_1158 Decision Matrix
Appendix D - Example OT Acquisition Process Timeline
Appendix E - CG-8C Interim Financial Management Policy for OTs
2. BACKGROUND: REF (B) provide OT Authority for basic, applied and
advanced research and development projects and permit the Coast
Guard to enter into agreements with Department of Defense (DoD)
agencies, including the military departments and the Defense
Advanced Research Projects Agency (DARPA), to conduct prototype and
follow-on production activities.
    a. REF (B) section (a)(1)(B) requires partnership with a DoD
agencies for prototyping or follow-on production activities. This
authority is limited to Command, Control, Communication, Computer,
Cyber and Intelligence Service Center (C5I) initiatives. The process
for transferring funds to support these activities must be processed
in accordance with REF (F).
    b. REF (C) provides the Coast Guard increased flexibility
to carry out OTs. The Commandant may enter into transactions (other
than contracts, cooperative agreements, and grants) to operate, test
and acquire cost effective technology for the purpose of meeting the
mission needs of the Coast Guard.
3. Questions regarding this ALCOAST and references may be sent to
CG913Policy@uscg.mil.
4. POC: Edward S. Frank, Chief, Office of Procurement Policy and
Oversight (CG-913).
5. Keith J. O'Neill, Head of the Contracting Activity (HCA), sends.
6. Internet release is authorized.