Part 3: Finalize and Submit Your Proposal
Purpose: This guide walks you through the final assembly. You will learn to assign contacts and upload pricing files.
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
- Part 3: Finalize and Submit Your Proposal (Current)
Table of Contents
Before You Start
- Pricing Files: You must have one Excel (.xlsx) file and one matching PDF document.
- Permissions: Only an Administrator or Open Market Proposal Manager can certify the bid.
- Deadlines: Proposals are final once evaluation starts.
- Roles: Ensure your Contract Manager (CM), Program Manager (PM), and Authorized Signatory (AS) are registered.
Steps
1. Assign Proposal Contacts
You must assign specific roles for each solicitation you target.
- Select Roles: Go to the Points of Contact section in your Solicitation submission.
- Assign Staff: Choose a CM, PM, and AS from your registered user list.
- Upload SF-33: Attach a signed SF-33 form for every solicitation.
Points of Contact section showing fields for CM, PM, and AS assignment.
2. Upload Pricing Documents
Provide your financial data in the required formats.
- Open Cost Section: Navigate to the Cost/Price section in My Company.
- Upload Excel: Attach your pricing spreadsheet in .xlsx format.
- Upload PDF: Attach your supporting PDF, such as a Basis of Estimate.
Reference: Manage Your Cost/Price Submission
Cost/Price section showing the form upload link.
3. Review and Certify
Use the system validation tools to check for errors before the final click.
- Check Live Score: Open the Review tab to see your current Live Score.
- Resolve Alerts: Review all validation messages to ensure your bid is compliant.
- Submit Proposal: Click Submit Proposal to finish.
Domain Submission Overview showing the Submit Proposal Button for all Domains.
Important: Clicking 'Submit' is the final action. Symphony does not send an email confirmation. Your confirmation is the 'Submitted' status and timestamp appearing on your Dashboard.
Troubleshooting
| Issue | Fix |
| Pricing file shows a validation error. | Ensure the file is a .xlsx and that you did not remove any template rows. |
| Warning: Price exceeds maximum. | This is an advisory only. |
| Cannot assign proposal Points of Contact. | Verify the person is an active, registered user in Symphony. |
| Missing mandatory forms. | Upload the SF-33 or SF-30 to the Solicitation Documents tab. |
Related Articles / Links
- Part 1: Set Up Your OASIS+ Assets—Guide to configuring your My Company assets
- Part 2: Score and Verify Your Projects—Guide to project creation and verification forms
- Submit a Help Ticket—Link to the Symphony Help Desk for technical issues
- OASIS+ Post-Award and Contract Management—Guide to post-submission rules
- Submit Documents and Understand Security—Guide to file type constraints
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