U -- U -- LEADERSHIP ETHICS, INTEGRITY, AND PUBLIC POLICY

Notice Date

October 16, 2000

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

Solicitation Number

TIRNO-00-Q-01010

Response Due

November 13, 2000

Point of Contact

Steve Vanderlinden, Contract Specialist, Fax 202-283-1514, Email

E-Mail Address

Steve Vanderlinden (steve.g.vanderlinden@irs.gov)

Description

This is a combined synopsis /solicitation for commercial items prepared in accordance with the format in FAR subparts 12 and 13, as supplemented with additional information included in this Notice. This Notice constitutes the only solicitation; proposals are being requested via this Notice. A separate, written solicitation will not be issued. The IRS seeks contractor assistance in conducting courses in Leadership Ethics, Integrity and Public Policy during the period from January 1, 2001 through December 31, 2001, with four one-year options. The NAICS Code is 611430; the small business size standard is $5,000,000. This is an indefinite quantity/indefinite delivery contract with a maximum of 10 courses (maximum of 2 courses per year) and a guaranteed minimum of one course. Offers (original and three copies) shall be sent/delivered to Room 700 of the above address by 4:00 p.m., EST on the due date. Proposal evaluation will be on technical factors, past performance and price. Offerors shall include with their proposals names and addresses of three prior clients for similar services, with points of contact. This solicitation and the clauses and provisions cited are in effect through Federal Acquisition Circular 97-19, Dated July 26, 2000. The following FAR clauses apply to this solicitation: 52-212-1, INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS (10/2000); 52.212-4, CONTRACT RERMS AND CONDITIONS -- COMMERCIAL ITEMS (05/1999); 52.216-18, ORDERING (10/1995); 52.216-19, ORDER LIMITATIONS (10/1995); 52.216-22, INDEFINITE QUANTITY (10/1995). The following clauses cited in 52.212-5, CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS -- COMMERCIAL ITEMS (08/2000) also apply: 52.222-3, CONVICT LABOR (08/1996); 52.233-3, PROTEST AFTER AWARD (08/1996); 52.222-21, PROHIBITION OF SEGREGATED FACILIITIES (02/1999); 52.222-26, EQUAL OPPORTUNITY (02/1999); 52.222-35, AFFIRMATIVE ACTION FOR DISABLED VETEREANS 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); and 52.232-33, PAYMENT BY ELECTRONIC FUNDS TRANSFER -- CENTRAL CONTRACTOR REGISTRATION (05/1999). 52.212-3, OFFEROR REPRESENTATIONS AND CERTIFICATIONS -- COMMERCIAL ITEMS (10/2000) shall be completed and returned by each offeror as part of its proposal. CLIN 0001 -- Conduct Leadership Ethics, Integrity and Public Policy training courses, 40 hours each, as described in the Statement of Work during the period January 1, 2001 through December 31, 2001 (priced on a per class basis). First class to be conducted January 21-26, 2001. CLIN 0002 -- OPTION: Same as 0001, during period January 1, 2002 through December 31, 2002. CLIN 0003 -- OPTION: Same as 0001, during period January 1, 2003 through December 31, 2003. CLIN 0004 -- OPTION: Same as 0001, during period January 1, 2004 through December 31, 2004. CLIN 0005 -- OPTION: Same as 0001, during period January 1, 2005 through December 31, 2005. STATEMENT OF WORK: Courses will be open to executives from other Federal agencies and private industry (approximately 12-20 individuals) plus members of the current IRS Executive Development Program (usually 12-20 individuals). Total class size will be approximately 18 to 30 participants. Courses will be conducted at or in proximity to the Contractor's campus. Each 40 hour course shall begin on Sunday evening and end early Friday afternoon. Primary Leadership Competency to be addressed: Integrity/Honesty. Description: 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. Subcompetencies include: (1) 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; (2) 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; (3) 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; (4) 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/Negotiating. Learning Outcomes: Course should help participants develop (1) heightened sensitivity to the ethical dimensions of issues; (2) ability to recognize the competing obligations, commitments, and values that guide public and corporate officials; (3) ability to distinguish between personal values and public morality; (4) understanding of the personal challenges in exercising ethical leadership techniques; and (5) ability to analyze ethical tradeoffs in decision-making. Methodology: Course will be presented by a variety of instructors/presenters who are renowned authorities. While some lecture will be required, focus should be on interactive techniques such as group exercises and discussions, self-assessment instrument(s), case studies, and application of theory. 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. Contractor must maintain a 3.5 (on a five-point system) composite average to ensure orders for classes beyond the guaranteed minimum and exercise of options. Feedback will be provided to the Contractor, along with requests for consideration of changes based on course evaluations.

Web Link

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Record

Loren Data Corp. 20001018/USOL003.HTM (D-290 SN504413)