Score and Verify Your OASIS+ 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 before adding them to a proposal.

• Mapping Tool: Keep the Master OASIS+ RFP to Symphony Crosswalk open while scoring. It provides a field-by-field map that shows exactly which RFP section (like L.5.2.2) corresponds to the "Technical Performance" questions in Symphony.
   
• Critical: Solicitation Preference: In My Company, you must select ANY OASIS+ Continuous Open solicitation from the preference dropdown. Because the data fields are standardized, your choice will work across all 6 Continuous Open RFPs.
  • The Issue: If you see "adjectival" ratings (like Positive or Neutral) instead of numeric ratings, you are likely seeing the Alliant 3 rules.
     
  • The Fix: Setting the preference to OASIS+ "activates" the numeric rating system and specific data fields required for this RFP.
     
• Verification: Confirm your client contact can sign the J.P-3 form.
   
  
• Limits: You are limited to five Qualifying Projects (QPs) in most Domain submissions.
   
• Visibility: On the Main Dashboard, Symphony may default to your Favorites view. If a solicitation is missing or displaying incorrect data, click the Show All button to display every available OASIS+ RFP.

Steps

1. Define Project Eligibility

Use the My Company template to ensure projects 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

Go to your Domain Submission and use the left menu to access the Projects section to claim core point factors.

1. Access Proposal: Navigate to your specific Domain Submission within a desired Solicitation. 
    
2. Click Start Domain Submission and navigate to the Projects section using the left menu.
    
3. Add Project: Select your project from My Company and add it to the proposal.
    
4. Claim QP/FEP: Click Begin next to the Project title. On the Performance Factor screen, formally claim the project as a Qualifying Project (QP) or Federal Experience Project (FEP). Claim additional factors as needed.
    
   • Accuracy Check: Refer to the Crosswalk to confirm your project’s NAICS, Value, and Complexity meet the requirements for the specific Domain you are pursuing.
      
   • Scoring Requirement: The "Location in File" field is the technical link between the claim and the file.
     

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

3. Generate Verification Form

Obtain the required client signature for your project. The J.P-3 Verification Form can be generated at any time once the project is linked to the submission.

1. Access Project View: Click the Project Title link within your domain 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: Prior to uploading, 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

• Master OASIS+ RFP to Symphony Crosswalk: Start here. This is the primary map for matching your project evidence to Symphony scoring fields.
• 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.