Please read this overview to understand how to work within Symphony for the GSA OASIS+ solicitation.  This list is not exhaustive.  The solicitation should always be used as the source of truth. 


Step 1. Start in My Company

Step 2. Add Teaming Partners

Step 3. Add MRCLs

Step 4. Add Business Factors 

Step 5. Add Projects

Step 6. Build your Submission

Step 7. Review your Submission

 

1. Start in My Company

Begin at the My Company link to add all your company’s assets and experience. Information in My Company forms the components you will use to build all your proposals and Symphony calculates your score as you add or subtract these assets in your submission. 

Start in My Company

As stated in the solicitation, “While some criteria are the same or similar across Domains, the thresholds, relative weight, and/or specific details may vary from Domain-to-Domain. Offerors will only receive credit toward a Domain for QPs that demonstrate the qualifications detailed within that particular Domain’s Qualifications Matrix.”  


2. Add Teaming Partners

If your company is proposing with other companies, add the team member, claim the relevant business factors, and provide the teaming agreements that support the arrangement in the Team Member’s Documents tab. Include Attachment J.P-7, Joint Venture Work & Qualifications Template as required.  Do not provide duplicate documents for each submission. 

Add Teaming Partners

A team member must be added before being used in a project reference. Team member arrangements can be any of the following:

  • Joint Venture Member

  • Joint Venture Subcontractor

  • Mentor in an SBA-Approved Mentor-Protege Agreement

  • Protege in an SBA-Approved Mentor-Protege Agreement

  • Subcontractor


Teaming Type

Business Factor Credit

Project Credit

Joint Venture Member

Yes

Yes

Joint Venture Subcontractor

No

Yes

Mentor in an SBA-Approved Mentor-Protege Agreement

Yes

Yes

Protege in an SBA-Approved Mentor-Protege Agreement

Yes

Yes

Subcontractor

No

Yes


3. Add MRCLs

If your company is proposing using business factors from a company that is affiliated through the corporate structure, enter the affiliated company with the Meaningful Relationship Commitment Letter (MRCL) and upload the certification to the MRCL’s Documents tab.  If the relationship type does not appear in the MRCL list, the other company is a Teaming Partner. Claim the MRCL business factors under the Prime Offeror. Do not provide duplicate documents for each submission. Add Meaningful Relationship Commitment Letters

 

Teaming Type

Business Factor Credit

Project Credit

MRCL

Yes

Yes


4. Add Business Factors 

In the My Company Business Factors tab, these business factors belong to the Prime Offeror, not a JV member or subcontractor. When you claim a business factor, provide the required information, certify, and save your claim. You can select any or all of the additional Business Factors that apply. Business Factors are automatically pulled into your proposal for each domain when available and scored accordingly. Do not provide duplicate documents for each submission. 

 

Mandatory Business Factors for an award are listed below. 

  • Cybersecurity & Supply Chain Risk Management (C-SCRM) - Attachment J-3 

  • Financial Resources

  • Individual or Commercial Subcontracting Plan (applicable to all OTSB Offerors).
  • Professional Employee Compensation Plan
  • Representations and Certifications (Section K and SAM.gov record)

  • Uncompensated Overtime Policy


Systems, Rates, Clearances, and Certifications, If Applicable

UR = Unrestricted, SB = Small Business

Business Factor

Type

Category

Accounting System

Systems

UR/SB

Approved Billing Rates/Forward Pricing

Systems

UR

Cost Estimating System

Systems

UR

EVMS

Systems

UR

FedRamp/Agency ATO

Systems

UR

Material Management & Accounting System 

Systems

UR

Property Management System

Systems

UR

Purchasing System

Systems

UR

Facility Clearance

Clearances

UR/SB

Capability Maturity Model Integration (CMMI)

Certifications

UR/SB

ISO 14001 Environmental Management Systems

Certifications

UR/SB

ISO 21508 (Earned Value Management)

Certifications

UR/SB

ISO 22301 (Business Continuity)

Certifications

UR/SB

ISO 27001:2013 (Information Security)

Certifications

UR/SB

ISO 27001:2022 (Information Security)

Certifications

UR/SB

ISO 28001:2007 (Supply Chain)

Certifications

UR/SB

ISO 9001:2015 (Quality Management) 

Certifications

UR/SB

NSF/ANSI 391.1

Certifications

UR

Sustainability-Related Disclosures

Certifications

UR

Subcontracting PlansSubcontractingUR

 

5. Add Projects

When you add Projects to My Company, project documents are what you use to substantiate your claims. This list is not exhaustive.  The solicitation should always be used as the source of truth.  These documents include

  • FPDS Report - Attachment J.P-2

  • Project Verification Form - Attachment J.P-3

  • Past Performance Rating Form - Attachment J.P-6 (when CPARS information does not exist).

Add Projects/Past Performance

Core Project Details are not required however Symphony may use the mapped criteria for additional scoring elements. Some project details are unique to certain domains or may be required in future solicitations. 


Mapping the Domain Qualification Matrix Elements to Projects/Past Performance


RFP Section

Capability

OSP Location

Question

Specific Domain(s)

L.5.2.3.1

QP-Relevance

Company/Projects +

Submission/Projects

NAICS/PSC + Performance Factors: Qualifying (QP) & Relevance


L.5.2.3.2

QP-Scale

Company/Projects +

Submission/Projects

Contract Value/FTEs + Performance Factors: Qualifying


L.5.2.3.3

QP-Integrated Experience

Submission/Projects

Performance Factors: Qualifying


L.5.2.3.4

QP-Management & Staffing: Managing 3 or more first-tier subcontractors/teaming partners

Company/Projects + Submission/Projects

Teaming Partners /Subcontracting + Performance Factors: Qualifying


L.5.2.3.4QP-Management & Staffing:
Surge Capability
Services that involve personnel with individual security clearance

Submission/Projects

Performance Factors: Qualifying


L.5.2.3.6

QP - Multiple & OCONUS Locations

Company/Projects +

Submission/Projects

Locations/OCONUS + Performance Factors: Qualifying

Enterprise

L.5.6

QP - Past Performance

Company/Projects +

Submission/Projects

Past Performance + Performance Factors: Qualifying


L.5.6

QP - Past Performance/ SB Utilization

Company/Projects +

Submission/Projects

Past Performance + Performance Factors: QualifyingUnrestricted

L.5.3.1

FEP - Competition in Multiple Award Environments

Company/Projects +

Submission/Projects

Project/Contract Type + Performance Factors: Federal Experience, Competitive


L.5.3.2

FEP - Federal Agencies

Company/Projects +

Submission/Projects

Customer + Performance Factors: Federal Experience


L.5.3.3

FEP - Cost Reimbursement

Company/Projects +

Submission/Projects

Cost Reimbursement + Performance Factors: Federal Experience

Research & Development

L.5.2.3.5 

QP - Specialized Functional Experience

Submission/Projects

Performance Factors: Qualifying

Facilities

Environmental

Logistics

L.5.2.3.4

QP - Individual Clearances

Submission/Projects

Performance Factors: Qualifying

Intelligence

L.5.3.4

FEP - Advanced R&D

Submission/Projects

Performance Factors: Federal Experience

Research & Development


Any missing scorecard elements will be a project’s Performance Factors and are claimed in your proposal submission as they apply to the OASIS+ Domain scorecard. Scorecard elements pulled from Project Details will influence whether a project is validated as a Qualifying Project (QP), Relevant Qualifying Project, Federal Experience Project (FEP), or non-qualifying project once added to your proposal and the desired claims are identified. 


6. Build your Submission

Go to the Dashboard and Start your Submission after adding your assets and experience in My Company. 


On the Dashboard, Start Submission after using My Company


  1. Add the team members or MRCLs referenced in any project experience or business factors as needed. 
    You can choose to add different team members, MRCLs, or projects to each proposal you create.

  2. Add projects to your proposal. Use the Begin or Modify button to claim the performance factors specific to the OASIS+ solicitation. 

Claim more Project Factors for consideration

Performance factors include the following:

  • Qualifying

    • Relevance

    • Integrated Experience 

    • Management & Staffing

    • Specialized Functional Experience

  • Federal Experience

    • Federal Competitive Experience

    • Advanced R&D

  • Small Business Utilization

Reference the project documents that support your claims and save your changes. Claims that do not appear here are gathered from your core project details when corresponding claims are made.

7. Review your Submission

When completing your submission, upload your Submission Documents (Sf-33, Sf-30) as required for the solicitation and then review your submission. If Symphony displays a warning message in the Review, authorized users can still submit your proposal but you should verify that your Projects and Business factors are claimed correctly for the Prime Offeror or Team Members as stated in the solicitation.

Review submission and scoring details

 

If you still need help, contact us.


Users should be aware that the information available on this website may not reflect the official positions of the government. Views and opinions expressed by agents of Apex Logic, Inc. are those of the employees and do not necessarily reflect the view of the government or any of its officials. Guidelines and requirements provided by the government in the form of solicitations, amendments, modifications, or any other communications supersede any information provided by Apex Logic, Inc. If you have questions about this disclaimer please contact us.
Copyright © 1999-2023 Apex Logic, Inc. All Rights Reserved | PrivacyEU Data Protection Notice