Set Up Your OASIS+ Assets

Purpose: This guide is the first in a three-part series designed to ensure proposal compliance. It is designed to help you set up your company profile and teaming strategy. 

Note: You must use the correct filters and upload locations to ensure your data is visible to evaluators.

The OASIS+ Submission Series must be followed 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 Solicitation Preference ⚠️

4. Set Your Teaming Strategy

5. Claim Your Business Assets

• Troubleshooting
• Related Articles / Links

Before You Start

• Active SAM.gov Record: Your System for Award Management (SAM) registration for your company and all partners must be current. Have the correct UEI and CAGE code ready.
   
• Portal Access: At least one account with admin rights for the OASIS+ Submission Portal (OSP) is required.
   
• Manual Data Sync: Symphony does not automatically refresh data from SAM.gov. You must manually request a refresh via the Help Desk Support team if your information changes. 

Steps

1. Confirm Your Domain

Identify your set-asides (SB/SE or UR) and pick your specific Domain. Review the Domain Qualification Matrix (J.P-1) to ensure you meet the minimum point thresholds.

Pro-Tip: Show All Solicitations—If you cannot see the solicitation you need, click the Show All button on the Main Dashboard to display every available OASIS+ RFP.

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

2. Link Symphony to SAM.gov

Sync your profile by entering your UEI during registration. Verify your Legal Business Name, Address, and Socioeconomic Status in the My Company → SAM Data section. Reference: Register Your Symphony Account and Update Your Symphony Account Details.

3. Set Your Solicitation Preference ⚠️ (The Critical Step)

Before adding data, you must tell the system which RFP rules to follow.

• Action: In the My Company section, find the Solicitation Preference dropdown.
   
• Selection: Pick any OASIS+ Continuous Open solicitation. These six options share the same rules, so any choice will work for your company library. Your selection does not limit you to proposing only under that OASIS+ solicitation.
   
• Why it matters: This filter "activates" the OASIS Plus-specific data fields. Without this, you may be looking at generic fields that do not match the Qualifications Matrix.

4. Set Your Teaming Strategy

Adding a partner is a two-step process. Reference: Manage Team Members and MRCLs.

Step A (Company Level): Set up your team structure in the portal before entering project data. 

1. Upload Details: Provide Section K details and SAM.gov Reps/Certs for each JV member in their "OASIS+ Representations and Certifications and Company Size" Business Factor.
    
2. Attach Disclosures: Upload CTA disclosures and Letters of Commitment for all first-tier subcontractors in the Team Members Documents tab. Note the Teaming folder name once the files are uploaded.

Step B (Proposal Level): Go to your specific Domain Submission and formally add the team member to that specific proposal. Points will not calculate until Step B is finished.

Team Member screen showing the Business Factor and Documents tabs.

5. Claim Your Business Assets

Go to My Company → Business Factors. Upload your C-SCRM Plan (J-3), financial resources, and relevant systems/certifications. All factors claimed here will carry forward to your proposal. Use "OASIS+ Representations and Certifications and Company Size" for any Continuous Open RFP. Reference: Manage Your Business Factors.

Pro-Tip: Not sure which document goes where? Check the Symphony Crosswalk for a field-by-field map of the RFP requirements.

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

Troubleshooting

Related Articles / Links

• Master OASIS+ RFP to Symphony Crosswalk: Use this guide to match specific RFP requirements (like J.P-1) to the correct data fields in Symphony.
• Score and Verify Your OASIS+ Projects: Part 2 of this series—how to submit projects and J.P-3 forms.
• Finalize and Submit Your OASIS+ Proposal: Part 3 of this series—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