Part 2: Score and Verify Your Projects

Purpose: This guide helps you map projects to OASIS+ scoring criteria. You will learn to link assets and complete project verification.

The OASIS+ Submission Series. Follow these steps in order to submit a compliant proposal:

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

Table of Contents

• Before You Start
• Steps

1. Define Project Eligibility

2. Claim Points

3. Generate Verification Form

4. Tag Documents for Proof

• Troubleshooting
• Related Articles / Links 

Before You Start

• Build your project templates in My Company first.
• Confirm your client contact can sign the J.P-3 form.
• Limit your submission to five Qualifying Projects (QPs).

Steps

1. Define Project Eligibility

Use the My Company template to ensure assets meet scale and relevance standards. Ensure your project was active in the last 5 years. 

1. Create Project: In My Company, define your project's Contract Type.
2. Verify Relevance: Use NAICS and PSC codes to determine relevance to your Domain.
3. Verify Value: Enter the Period of Performance (POP) and Total Contract Value (TCV).
4. Enter Management Data: Quantify subcontractors in the Teaming question to claim Management & Staffing points.
5. Review Project AAV: Ensure the Average Annual Value (AAV) meets the Domain Matrix threshold.

Project Details screen showing input fields for TCV and Period of Performance (POP).

2. Claim Points

Add the project to your submission and claim core point factors.

1. Access Proposal: Click Start Domain Submission and navigate to the Projects section.
2. Add Project: Select your project from My Company and add it to the proposal.
3. Claim QP/FEP: On the Performance Factor screen, formally claim the project as a QP or FEP. Claim additional factors as needed.

The Performance Factors screen showing the Qualifying Project (QP) checkbox highlighted.

3. Generate Verification Form

Obtain the required client signature for your project.

1. Access Project View: Click the Project Title link within your proposal submission.
2. Generate Form: Click Generate Project Verification Form to create the J.P-3 document.
3. Obtain Signature: Send the system-generated J.P-3 form to your client contact.
4. Re-upload: Upload the signed J.P-3 to My Company → Projects/Past Performance before you submit.

Project Detail view with the Generate Project Verification Form button highlighted.

4. Tag Documents for Proof

Use document tags to provide evidence for every point you claim.

1. Tag Documents: Add keyword reference tags to your supporting PDF files.
2. Claim Credit: Enter the exact tag keyword into the Location in the File field.

The Performance Factors section showing the Location in the File input field.

Troubleshooting

Related Articles / Links

• Part 1: Set Up Your OASIS+ Assets—Guide to eligibility and configuring assets.
• Manage Your Company's Projects and Tagging—Detailed guide to the document tagging process.
• Part 3: Finalize and Submit Your Proposal—Guide to finalizing and submitting your offer.