How to Conduct OASIS Market Research

Please review the below process to have a successful experience with Symphony for OASIS. The required URL for OASIS ordering activities is https://oasis.app.cloud.gov/.  The steps for conducting Market Research to create a Request for Information (RFI) require these details.

Step 1. Start the Request

Step 2. Enter the Title

Step 3. Add Points of Contact

Step 4. Select Contract Types

Step 5. Set the Order Processing Schedule

Step 6. Choose the Fair Opportunity

Step 8. Review Documents

Step 9. Release Request

Step 10. Track the Approval History

Step 1. Start the Request

From Quick Actions:

1. Click Conduct Market Research.
2. Select the Contract Vehicle.

Step 2. Enter the Title

Enter your Market Research title and click Save. Follow the left navigation menu to complete the order.

Step 3. Add Points of Contact

Add Contact Information for the Ordering Contracting Officer (OCO) and the Contracting Specialist (CS). When adding your Points of Contact follow the prompts.

1. Click the +Add button.
2. If you would like to assign someone else who is already a registered user in Symphony, enter the name of the person you wish to INVITE. The suggestion box will search for a user as you type.
3. Save or Cancel your changes.

Step 4. Select Contract Types

Symphony presents the Contract Types available. Select the Contract Type(s) that apply to your market research if needed.

Step 5. Set the Order Processing Schedule

Set the parameters for the Symphony scheduler. Parameters are:

• Release Date if supported.
• Question Period if applicable.
• Submission Deadline for proposals.

Step 6. Choose the Fair Opportunity

Filter the Contract Holders by Pools and SBA designations to select contractors for your market research. You must choose at least one Contract Holder. If there is an Exception to Fair Opportunity, use the link to provide your Fair Opportunity Exception Justification. 

Step 7. Include Attachments

Upload required documents or add files to the appropriate folder types listed in the drop-down.

Step 8. Review Documents

You can access the document library at any time to see what documents exist. Confirm that your files are in the appropriate folders for visibility. Return to the attachments tab to make changes. 

Step 9. Release Request

Symphony advises you if there are validation errors in your order. Please fix any errors before you submit.

• Submit Market Research: Once satisfied with the request, you can submit it for release if you are the Contracting Officer named on the order. 
  
• Cancel Market Research: You can cancel the request at any time before release. Please provide a reason for the cancellation and click Cancel Market Research. 

Step 10. Track the Approval History

You can see the history of your Market Research in the Approval History tab. If you still need help, please contact us.