Part 1: Set Up Your OASIS+ Assets

Purpose: This guide helps you confirm your eligibility for the OASIS+ contract vehicle. You will learn how to claim initial business system assets in the submission portal.

The OASIS+ Submission Series. Follow these in order to ensure your proposal is compliant:

• Part 1: Set Up Your OASIS+ Assets (Current)
• Part 2: Score and Verify Your Projects
• Part 3: Finalize and Submit Your Proposal

Table of Contents

• Before You Start
• Steps

1. Confirm Your Domain

2. Link Symphony to SAM.gov

3. Set Your Teaming Strategy

4. Claim Your Business Assets

• Troubleshooting
• Related Articles / Links

Before You Start

• Active SAM.gov Record: Your System for Award Management (SAM) registration must be current.
• UEI: Have the Unique Entity Identifier (UEI) for your company and all partners.
• CAGE Code: Your Commercial and Government Entity (CAGE) code must match your SAM profile.
• Portal Access: You need an account with admin rights for the OASIS+ Submission Portal (OSP).

Steps

1. Confirm Your Domain

You must understand your set-asides and domains to qualify for the contract.

1. Identify Set-Aside: Choose either the Small Business (SB) or Unrestricted (UR) pool.
2. Select Mission Area: Pick your specific Domain, such as Logistics or Technical and Engineering.
3. Check Thresholds: Review the Domain Qualification Matrix (J.P-1) for the points you need.

Chart highlighting the OASIS+ Domains and the two set-aside categories (SB/SE and UR).

2. Link Symphony to SAM.gov

Sync your company profile with official government records to ensure data accuracy.

1. Enter UEI: Provide your company's UEI during registration to pull data from SAM.gov automatically.
2. Access Profile: Log in to the OSP and go to the My Company Profile section.
3. Verify Data: Check that your Legal Business Name, Address, and Socioeconomic Status are correct.
4. Submit Ticket: Request a SAM refresh if the data is wrong before you submit.

References:

• Register Your Symphony Account
• Update Your Symphony Account Details

3. Set Your Teaming Strategy

You must set up your team structure in the portal before entering project data.

1. Set Solicitation Preference: Use the dropdown menu to select any OASIS+ solicitation.
2. Add Members: Add team members if you are a Joint Venture (JV) or Prime with Subcontractors.
3. Upload Details: Provide Section K details and SAM.gov Reps/Certs for each JV member.
4. Attach Disclosures: Upload CTA disclosures and Letters of Commitment for all first-tier subcontractors.

Reference: Manage Team Members and MRCLs

Team Member screen showing the Business Factor and Documents tabs.

4. Claim Your Business Assets

Document your business systems and certifications to earn mandatory and optional points.

1. Access Factors: Go to My Company and click Business Factors.
2. Upload Plans: Provide your C-SCRM Plan (J-3) and employee compensation policies.
3. Show Capacity: Upload financial resources in accordance with L.5.8.3 to prove financial capacity.
4. Claim Systems, Certifications and Clearances: Select relevant business factors and upload supporting documents.
5. Save Changes: All points claimed here will carry forward to your final proposal score.

Reference: Manage Your Business Factors

Business Factors screen showing the links to the Adequate Accounting System and Approved Purchasing System.

Troubleshooting

Related Articles / Links

• Score and Verify Your OASIS+ Projects—How to submit projects and J.P-3 forms.
• Finalize and Submit Your OASIS+ Proposal—How to finalize pricing and proposal contacts.
• Understanding Your SAM Connection—Guide to data pulled from SAM.gov.
• Submit Documents and Understand Security—Guide to acceptable document sizes and types
• GSA OASIS+ Official Website