R -- R -- CONSULTING SERVICES FOR ORGANIZATIONAL STAFFING STRUCTURE

Notice Date

September 5, 2001

Contracting Office

Department of the Treasury, Departmental Offices/Procurement Services Division (DO/PSD), Procurement Services Division (PSD), 1310 G Street, N.W., Suite 400 East, Washington, DC, 20220

ZIP Code

20220

Solicitation Number

A-01-0024

Response Due

September 13, 2001

Point of Contact

Patricia Wolfe, Contract Specialist, Phone (202) 622-2888, Fax (202) 622-2343, Email patricia.wolfe@do.treas.gov -- Daniel Alderman, Contract Specialist, Phone (202) 622-0798, Fax (202) 622-2343, Email dan.alderman@do.treas.gov

Description

Combined Synopsis/Solicitation The Department of the Treasury, Departmental Offices, Procurement Services Division, Room 1310G, Suite 400-E, 1500 Pennsylvania Avenue NW, Washington, DC 20220, is issuing this combined synopsis/solicitation for commercial items prepared in accordance with Federal Acquisition Regulation 12.6, as supplemented with additional information included in this notice, for consulting services. This announcement constitutes the only solicitation; proposals are being requested, and a written solicitation will not be issued. Request for Proposal Number is A-01-0024. The incorporated clauses are those in effect through Federal Acquisition Circular 25. This solicitation is open to any responsible and responsive vendor. 1.0 BACKGROUND. The 1984 Department of the Treasury Complaints Streamlining Task Force Report established the four (4) Treasury Regional Complaint Centers (TCC) in Dallas, Texas; Chicago, Illinois; San Francisco, California, and Washington, DC. At that time, it was decided, for logistical purposes, that the centers would be housed in Internal Revenue Service (IRS) facilities and would receive administrative support from an IRS Regional Office. TCC employees were placed on IRS rolls and considered IRS employees. However, they supported a departmental function. IRS has served as the Treasury Department?s Executive Agent. In 1993, as a result of Secretary Bentsen?s Advisory Panel on the Prevention of Sexual Harassment, IRS agreed to pay the total costs for EEO Investigators, which now includes approximately 217 collateral duty and 24 full-time investigators. In addition to the cost for the EEO Investigators, there is a direct cost for formal complaint processing. This cost is apportioned among all the bureaus, including the IRS. Direct costs include operating costs for the four centers and their 72 employees (excluding investigators) as well as a charge for Departmental Offices and IRS overhead. Beyond absorbing the entire cost of the 24 full-time EEO Investigators, the IRS has subsidized rent, utilities, equipment, and training for the four centers. Approximately 60% of the complaint workload come from IRS. As a result of the IRS Modernization, effective October 1, 1999, the IRS abolished the regional structure to which the TCC?s reported. While there is no ?natural fit? for the TCC?s in the new IRS regional structure, the IRS modernization team identified Agency-Wide Shared Services as the ?place holder? for the TCC realignment 2.0 REQUIREMENT. The U. S. Treasury Department Office of Equal Opportunity Program (OEOP) has a requirement for consulting services on the delivery of complaint center processes. The contractor shall (a) Assess Processes; (b) Prepare Comprehensive Reports; (c) Provide Briefings; (d) Make Recommendations to senior Treasury Department officials on an organizational staffing structure to ensure an effective and efficient formal discrimination complaint processing system in accordance with Federal regulations. 3.0 SCOPE OF WORK. 3.1 Determination/Recommendation for the TCC Program (Future State): Review the TCC Program (Current State): Using Government furnished information, in conjunction with the contractor-developed research design and Plan of Action and Milestones (POA&M), the contractor shall assess the current state of the TCC Program. The contractor shall review, analyze, and evaluate the effectiveness of the current TCC structure, its associated staffing, and provide recommendations on the most cost effective method to most efficiently staff the complaint center and deliver services. At a minimum, the analysis shall evaluate the number and location of existing centers toward greater efficiency. (a) Based on legal mandates, the contractor shall identify and comprehensively document the services and products the TCC Program must measurably deliver to meet its legal mandates and add value to the discrimination complaint system. (b) The contractor shall identify and recommend an organizational staffing structure and appropriate number of centers that is best configured toward the functionality of the TCC program with emphasis on efficient and expedient discrimination complaint processing. (c) The contractor shall develop an appropriate budget and alignment for the proposed organizational staffing structure. (d) The contractor shall develop a strategic plan that will identify a methodology for transition from the Current State to the Future State. 3.2 Staffing and Funding: The contractor shall determine comprehensive resource requirements. The contractor shall identify and recommend personnel staffing and funding level for the organizational structure, along with the appropriate number of centers, and location to efficiently and effectively accomplish mandated TCC mission. 4.0 TASKS. The contractor shall: 4.1 Meet with the Contracting Officer's Technical Representative (COTR) within one week after contract award to coordinate the design and methodology for assessing the effectiveness of the discrimination complaint processing system. The agenda shall include, but not be limited to, the following: site visits to two TCC locations; interviews with the TCC directors and at least three investigators and analysts and discussions with a focus group consisting of stakeholders conducted at each location. 4.2 Conduct one site visit to the two TCC?s listed below to assess the current staffing structure and complaint processing system. The schedule shall be determined by mutual agreement between the COTR, contractor, and the TCC. (a) Treasury Complaint Center, Washington, 800 K Street, NW, Suite 640, Washington, DC 20001; (b Treasury Complaint Center, Oakland, 1301 Clay Street, Suite 1020, North Oakland, CA 94612.The Director and appropriate staff from Dallas Complaint Center will meet with the contractor in Oakland, and the Director and appropriate staff from Chicago will meet with the contractor in Washington. 4.3 Conduct Interviews and Hold Focus/Discussion Groups: The contractor shall plan and facilitate up to two focus groups with TCC and OEOP staffs and others as may be necessary to assess the effectiveness of the current complaint processing system. The meetings will be held in Washington, DC, remote sites will be conferenced in. The contractor shall coordinate these focus groups with the COTR. 4.4 The contractor shall submit a written summary report of focus group meetings and interviews to the COTR within five working days after completion. The report format shall be determined at the ?kick-off? meeting. 4.5 The contractor shall provide weekly written status reports to the COTR highlighting the progress made in the tasks outlined above. 4.6 The contractor shall attend meetings with the COTR and other OEOP staff on an ?as required? basis. The contractor shall prepare minutes of all official meetings and submit to the COTR for approval within five working days after completion. 4.7 The contractor shall provide updates and briefings (30-60 minutes) to the Deputy Assistant Secretary (Human Resources); Director, OEOP; and other appropriate staff as requested by COTR. The contractor shall facilitate a discussion period immediately following the briefing (60 minutes). The final briefing will be given after submission and approval of the final report. All briefings will be held at the US Department of the Treasury, Washington, DC. 4.8 The contractor shall provide a draft report incorporating all analyses, reviews, conclusions, Treasury comments, recommendations and implementation plan for OEOP review to the COTR no later than January 15, 2002. The contractor shall provide the final report by March 15, 2002 to allow sufficient time for review and implementation by October 1, 2002. 5.0 DELIVERABLES. The contractor shall provide the following deliverables: 5.1 Site Visit, Interview, and Focus Group Summary Report 10-20 pages 5 days after completion of site visit 5.2 Progress Reports Oral Weekly 5.3 Draft Briefing Slides 15-20 pages 90 days after start-up 5.4 Final Briefing Slides 15-20 pages 5 days after draft 5.5 Draft Final Report 20-30 pages January 15, 2002 5.6 Final Report 20-30 pages March 15, 2002 =20 6.0 . The primary place of performance shall be the contractor?s place of business (except as otherwise specified for site visits). Planning and coordination meetings shall be held at the U. S. Department of the Treasury in Washington, DC. 7.0 CONTRACTOR FURNISHED EQUIPMENT. The contractor shall provide the necessary personnel, materials, equipment, services, and facilities (except as otherwise specified) to perform the tasks listed below. 8.0 GOVERNMENT FURNISHED INFORMATION/EQUIPMENT. The government will provide the following information to the contractor at the kickoff meeting: (a) Historical Reports (b) OBI Report (c) Leber Report (d) Morley Report and (e) Armstrong Report. 9.0 GOVERNING LAWS AND REGULATIONS. 29 CFR 1614 and EEOC Management Directive 110. 10.0 PERIOD OF PERFORMANCE. The period of performance shall be from date of contract award through March 31, 2002. 11.0 SECURITY REQUIREMENTS. Although much of the information will be available through public disclosure, the contractor will be reviewing internal Treasury Department and Government sensitive documents. Information contained in such material shall be treated as ?Official Use Only? and shall not be divulged or made known in any manner to any person except as may be necessary in the performance of this contract. 12.0 REIMBURSEMENT FOR TRAVEL. All travel will be approved in advance by the COTR. The Government will reimburse the contractor the actual cost of travel and miscellaneous travel-related expenses. Reimbursement of travel costs, to include per diem, shall not exceed the rates and conditions of reimbursement set forth in the Standardized Federal Travel Regulations (FTR). 13.0 INSPECTION/ACCEPTANCE. The contractor shall submit all required reports and briefings to the COTR. The COTR has the final acceptance authority. EVALUATION FACTORS. 14.1 Experience. Offeror shall describe related experience to this requirement as stated in Section 2. 14.2 Technical/Management Proposal. Offeror shall describe his/her technical capability and approach to fulfilling agency requirements in accordance with statement of work. 14.3 Past Performance. Offerors shall submit reference contacts for three related projects within the past five years, to include the name, address, and current telephone number of the reference. Past performance factors to be evaluated include timeliness of deliverables, quality of services, customer service, and cost control. Offerors are authorized to provide information on problems encountered, if any, on the identified contacts and the offeror's corrective actions. The Government shall consider this information, as well as information obtained from any other sources, when evaluating the offeror's past performance. If an offeror does not have a record of relevant past performance or information on past performance is not available; the officer may not be evaluated favorably or unfavorably. 14.4 Price. Offerors shall submit pricing proposals separately. 15. AWARD. Technical/Management Proposal is more important than experience and past performance. Experience and past performance are more important than price. The Following FAR clauses are applicable to this solicitation: 52.212-1 -- Instructions to Offerors; 52.212-2 -- Evaluation -- Commercial Items; 52.212-3, Offeror Representations and Certifications -- Commercial Items; 52.212-4 -- Contract Terms and Conditions -- Commercial Items. Mail four copies of your technical and price proposals to: Department of the Treasury, Procurement Services Division, RM 1310 G, Suite 400E, 1500 Pennsylvania Avenue NW, Washington, DC 20220, ATTN: Ms. Patricia M. Wolfe (202) 622-2888 or hand deliver to 1310 G Street, Suite 400-E, Washington, DC 20005. All responses must be received by 4 p.m. EDT Thursday, September 13, 2001.=20

Web Link

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Record

Loren Data Corp. 20010907/RSOL011.HTM (D-248 SN50W8Q5)