U -- RESIDENTIAL ETHICAL AND TRANSFORMATIONAL LEADERSHIP COURSE

Notice Date

April 3, 2001

Contracting Office

Department of the Treasury, Internal Revenue Service (IRS), National Office Procurement (A:P), 6009 Oxon Hill Road, Suite 700, Oxon Hill, MD, 20745

ZIP Code

20745

E-Mail Address

Rebecca Taylor (rebecca.a.taylor@irs.gov)

Description

This is a combined synopsis /solicitation for commercial items prepared in accordance with the format in FAR subparts 12.6 and 13.5, as supplemented with additional information included in this Notice. The quotation number is TIRNO-01-Q-00104. This Notice constitutes the only solicitation; offers are being requested and a separate, written quotation will not be issued. The NAICS Code is 611430; the small business size standard is $5,000,000. BACKGROUND: The Internal Revenue Service (IRS), along with the Office of Personnel Management, have identified 21 Leadership Competencies for IRS Leaders. Integrity/Honesty, one of the key competencies aligned with Leadership, is an expectation for executives as well as leaders at all levels. For IRS, a successful leader demonstrates integrity, sound judgment, and the highest ethical standards of public service. The government intends to award an indefinite quantity/indefinite delivery contract for a contractor to deliver a residential course on ethical and transformational leadership. Courses will be ordered under individual task orders to specify the course data. The IRS Executive Development Office will be the users of this contract. CONTRACT LINE ITEM NUMBERS: BASE PERIOD- CLIN 0001 -- Conduct two 40 hour Ethical and Transformational Leadership courses, during each of the periods June 24-29, 2001 and August 5-10, 2001. CLIN 0002 -- Lodging and meals (five days) for course participants, priced on a per person basis. OPTION YEAR 1: CLIN 1001 -- Conduct a minimum of one, maximum of two, Ethical and Transformational Leadership courses, 40 hours each. CLIN 1002 -- - Lodging and meals (five days) for course participants, priced on a per person basis, based on a minimum of 25 and a maximum of 30 students. OPTION YEAR 2: CLIN 2001 -- Conduct a minimum of one, maximum of two, Ethical and Transformational Leadership courses, 40 hours each. CLIN 2002 -- Lodging and meals (five days) for course participants, priced on a per person basis, based on a minimum of 25 and a maximum of 30 students. STATEMENT OF WORK: Courses will be open to members of the current IRS Executive Readiness Program. Total class size will be approximately 25 to 30 participants. Courses shall be conducted at or in proximity to the Contractor's campus. Each 40-hour course shall begin on Sunday afternoon and end early Friday afternoon. Primary Executive Leadership Competencies (and Description) to be addressed: Integrity/Honesty. Instills mutual trust, respect and confidence, creates an environment that fosters high standards of ethics and insists on total integrity, behaves in a fair and ethical manner toward others, and demonstrates a sense of organizational responsibility and commitment to public service. Is Candid and Honest About Work Situations: Behaves in a fair, ethical manner toward others. Expresses thoughts even when it would be easier not to be candid about the situation. Acts Consistently With IRS Guiding Principles: Behaves consistently with the Guiding Principles of the IRS. Takes pride in being trustworthy. Follows through on promises. Maintains credibility by honest communication and fair treatment of others. Acts With Integrity Even When It Is Not Easy To Do So: Acts in a fair and ethical manner even when there is significant risk. Readily admits to having made a mistake and takes action to correct it. Confronts unethical actions in others. Fosters Integrity and High Ethical Standards in Others: In work situations, encourages others to conduct themselves in a fair and honest manner. Creates and supports an environment in which compassion, support, trust, and ethical treatment are valued and practiced. Secondary Leadership Competencies to be addressed include political savvy, continual learning, partnering, problem solving, and influencing and negotiating. Methodology: At least one case study should be IRS specific. (IRS will work with Contractor to develop and/or present, as determined.) Course Evaluation: Participants will complete evaluations of course material, instructors/presenters, and job applicability. In addition, the IRS National Program Manager will be in attendance and provide daily feedback. Feedback generated from the course evaluations will be provided to the Contractor at the end of the course, along with any requests for consideration of changes. Any changes made by the Contractor to the course materials shall be submitted in draft form to the COTR. OFFER INSTRUCTION: Offers (original and three copies) shall be sent/delivered to the attention of Rebecca A. Taylor, Room 700 of the above address by 1:00 p.m., EST on April 16, 2001. This requirement will be processed under the FAR 13.5, test Program for Certain Commercial Items, simplified acquisition procedures. When acquiring commercial items using the procedures in FAR 13.5, the requirements of FAR Part 12 apply, subject to the order of precedence provided at FAR 12.102(c). Offers shall address: (1) Course Outline and Site Location -- Offerors shall provide a course outline that demonstrates their ability to meet the leadership competencies and other specific requirements set forth in the Statement of Work section of this combined synopsis/solicitation. Offerors shall indicate the proposed campus location that training, lodging, and meals are to be held. (2) Key Personnel -- Offerors shall provide the names and curriculum vitae of proposed instructors and list the areas in which each instructor will teach, the credentials of the instructors, their recognition within the industry, and their background teaching the particular material. (3) Past Performance -- Previous experience with leadership course development and delivery in a residential setting. Offerors shall provide a brief description on previous projects of same or similar nature and include the names and numbers of three references that the Government may contact. Please ensure that the customer_s name, points of contact, and telephone numbers are current. The Government will not make repeated efforts to contact the references if the information is incorrect or the person does not return the call. If the offeror has provided the IRS with this training within the past two years, the IRS may use the course evaluations provided by students as additional data to evaluate past performance. (4) Price -- The offer shall contain the proposed firm fixed price for each CLIN as follows: 1) price per conduct of each class and 2) price per person for five days of lodging and meals. (5) Projected Small Disadvantaged Business Participation: Offeror_s proposed use of small disadvantaged businesses in direct or indirect suport of this requirement IAW FAR 52.219-23. EVALUATION CRITERIA: Offers will be evaluated in accordance with FAR 13.106-2, Evaluation of Quotations or Offers. The following factors will be used to evaluate initial offers: Technical Factors, Past Performance, and Price. An offeror_s Projected Small Disadvantaged Business Participation will be evaluated IAW FAR 52.219-23. CONTRACT CLAUSES: This solicitation and the clauses and provisions cited are in effect through Federal Acquisition Circular 97-22, Dated January 10, 2001. The following FAR clauses apply to this solicitation: 52-212-1, INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS (10/2000); 52.212-4, CONTRACT TERMS AND CONDITIONS -- COMMERCIAL ITEMS (03/2001). Addendum to FAR 52.212-4: 52.216-18, ORDERING (10/1995); 52.216-19, ORDER LIMITATIONS (10/1995) Insert _To Be Determined_ in paragraph (a); 52.216-22, INDEFINITE QUANTITY (10/1995) Insert _To Be Determined_ in paragraph (d). 52-219-23 NOTICE OF PRICE EVALUATION ADJUSTMENT FOR SMALL DISADVANTAGED BUSINESS CONCERNS (10/1999) Insert 10% in paragraph (b). The following clause is incorporated by reference: FAR 52.212-5, CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS -- COMMERCIAL ITEMS (08/2000). The following clauses under 52.212-5 also apply: 52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT, WITH ALTERNATE I (7/1995); 52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (1/1999); 52.222-21, PROHIBITION OF SEGREGATED FACILIITIES (02/1999); 52.222-26, EQUAL OPPORTUNITY (02/1999); 52.222-35, AFFIRMATIVE ACTION FOR DISABLED VETERANS AND VETERANS OF THE VIETNAM ERA (04/1998); 52.222-36, AFFIRMATIVE ACTION FOR WORKERS WITH DISABILITIES (06/1998); 52.222-37, EMPLOYMENT REPORTS ON DISABLED VETERANS AND VETERANS OF THE VIETNAM ERA (01/1999); 52.232-33, PAYMENT BY ELECTRONIC FUNDS TRANSFER -- CENTRAL CONTRACTOR REGISTRATION (05/1999). The following 4 clauses pertaining to Electronic Funds Transfer are to be incorporated in full text, however space restrictions preclude them from being inserted in this synopsis/solicitation: 52.232-34 PAYMENT BY ELECTRONIC FUNDS TRANSFER -- OTHER THAN CENTRAL CONTRACTOR REGISTRATION (5/1999); 52.232-35 DESIGNATION OF OFFICE FOR GOVERNMENT RECEIPT OF ELECTRONIC FUNDS TRANSFER INFORMATION (5/1999); ELECTRONIC FUNDS TRANSFER PAYMENTS; and PAID SYSTEM. Interested offerors should contact Rebecca A. Taylor on 202-283-1338 for copies of these 4 clauses and the _ACH Vendor/Miscellaneous Payment Enrollment Form_ and _Request for Waiver of EFT_ form. The following shall be completed by each offeror and returned as part of their offer: 52.212-3, OFFEROR REPRESENTATIONS AND CERTIFICATIONS -- COMMERCIAL ITEMS (3/2001).

Web Link

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Record

Loren Data Corp. 20010405/SPMSC009.HTM (D-093 SN50I1C7)