Last updated June 6, 2025 Delegation of
GB
Published · 42 slides · 0 views
1 / 1
Description
Last updated June 6, 2025 Delegation of Procurement Authority OASIS DPA Training Agenda Key Acronyms Welcome! PSHC Solutions - Comprehensive, scalable solutions at your fingertips Tools Resources Scope reviews, training, online tools,
Related Topics
Share
Embed code
Download this presentation From Below
"Last updated June 6, 2025 Delegation of" is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentation Transcript
01
Last updated June 6, 2025 Delegation of Procurement Authority OASIS DPA Training<br>
02
Agenda & Key Acronyms Welcome!<br>
03
PSHC Solutions - Comprehensive, scalable solutions at your fingertips Tools & Resources Scope reviews, training, online tools, samples, & points of contact to help you find what you need Multiple Award Schedules MASsive variety of contractors offering off the shelf commercial acquisition solutions OASIS IDIQs Premier experts providing a full range of technical solutions to meet your most complex professional services requirements HCaTS IDIQs Experienced, thoroughly vetted contractors, delivering fully customizable Human Capital and Training Solutions to solve your toughest organizational challenges<br>
04
Tier 0 • Spend Not Aligned to Category Management Principles
Spend not fitting into any other tier; represents potential opportunities to transition to more mature solutions Tier 2 • Multi-Agency Solutions
Spend on multi-agency contracts satisfying rigorous standards for strategy, data, tools & metrics Tier 3 • Gov-wide BIC Solutions
Spend on government-wide Best-in-Class (BIC) solutions; considered the highest level of spend maturity OMB directive: Increase spend maturity & spend on BIC contracts Spend Under Management (SUM) Tiers Multiple Award Schedule USAF NETCENTS-2 IDIQ Open market spend
Duplicative one-off contracts Tier 1 • Mandatory Agency-Wide Solutions
Spend on agency-wide contracts with mandatory use or mandatory consideration policies & data sharing standards OASIS
HCaTS<br>
Spend not fitting into any other tier; represents potential opportunities to transition to more mature solutions Tier 2 • Multi-Agency Solutions
Spend on multi-agency contracts satisfying rigorous standards for strategy, data, tools & metrics Tier 3 • Gov-wide BIC Solutions
Spend on government-wide Best-in-Class (BIC) solutions; considered the highest level of spend maturity OMB directive: Increase spend maturity & spend on BIC contracts Spend Under Management (SUM) Tiers Multiple Award Schedule USAF NETCENTS-2 IDIQ Open market spend
Duplicative one-off contracts Tier 1 • Mandatory Agency-Wide Solutions
Spend on agency-wide contracts with mandatory use or mandatory consideration policies & data sharing standards OASIS
HCaTS<br>
05
OASIS Delegation of Procurement Authority (DPA)<br>
06
To issue orders you must have a DPA - 3 Steps! Fill out the Website Form to begin DPA request process
If you took the Online DAU Class, please submit completion certificate to OASISDPA@GSA.GOV
If you receive a Warrant after receiving training you can request a DPA by emailing OASISDPA@GSA.GOV Delegation of Procurement Authority (DPA) Register for Web Based Training
Request in Person Training Online DAU training class
Search for FAC 153 DPA is for the life of the contract DPA is for Warranted CO’s Only Important Notes:
DPA is an individual authority and is non transferable/delegable
We will support expedited DPA requests, we will never be the reason you cannot complete an action
Agencies who use OASIS are required to remit a Contract Access Fee (CAF) 0.75%
A separate DPA training will be required for OASIS +. The OASIS DPA is not transferable to OASIS+.<br>
If you took the Online DAU Class, please submit completion certificate to OASISDPA@GSA.GOV
If you receive a Warrant after receiving training you can request a DPA by emailing OASISDPA@GSA.GOV Delegation of Procurement Authority (DPA) Register for Web Based Training
Request in Person Training Online DAU training class
Search for FAC 153 DPA is for the life of the contract DPA is for Warranted CO’s Only Important Notes:
DPA is an individual authority and is non transferable/delegable
We will support expedited DPA requests, we will never be the reason you cannot complete an action
Agencies who use OASIS are required to remit a Contract Access Fee (CAF) 0.75%
A separate DPA training will be required for OASIS +. The OASIS DPA is not transferable to OASIS+.<br>
07
Task Orders May Extended Up to 5 Years Beyond the Period of Performance OASIS Period of Performance SB and 8(a)
OASIS Small Business and 8(a) Performance Period Ends: December 19, 2024
Task Orders may extend 5 years beyond the Period of Performance (PoP) for OASIS SB & 8(a) to
December 19, 2029 Unrestricted
OASIS Unrestricted Performance Period Ends: to be extended to March 1, 2025
Task Orders may extend 5 years beyond the Period of Performance (PoP) for OASIS Unrestricted up to March 1, 2030<br>
OASIS Small Business and 8(a) Performance Period Ends: December 19, 2024
Task Orders may extend 5 years beyond the Period of Performance (PoP) for OASIS SB & 8(a) to
December 19, 2029 Unrestricted
OASIS Unrestricted Performance Period Ends: to be extended to March 1, 2025
Task Orders may extend 5 years beyond the Period of Performance (PoP) for OASIS Unrestricted up to March 1, 2030<br>
08
OASIS Contract - Section G - Contract Administration Data Contract Access Fee G.3.1. Contract Access Fee (CAF)
CAF rates, once established and verified as correct, shall be used for the entire life of the order (to include base + options).
The default CAF rate is 0.75%. The only exception to the default CAF rate is for customer organizations with a CAF Memorandum of Understanding (MOU) agreement in place with the OASIS Program Office. See https://www.gsa.gov/oasis to find the latest list of customer organizations and their reduced CAF rate specified in the MOU agreement.
In response to all task order solicitations, regardless of order type (fixed price, cost-reimbursable, etc) the CAF shall be proposed as a separate and distinct Contract Line Item (CLIN) for the base period and each option period (if applicable). For other than Firm Fixed Price proposals, the CAF line item shall be proposed as a Not To Exceed (NTE) amount.
Each invoice billed under the task order shall include a separate CAF line item as in the following example:
CLIN 0001 Labor $100.00
CLIN 0002 Material $50.00
CLIN 0003 Travel $50.00
Subtotal $200.00
CLIN 0004 CAF (0.75% of subtotal) $1.50
Total Invoice including CAF $201.50
The OCO must establish a separate and distinct CAF CLIN in all task order awards for the base year(s) and each option period (if applicable).
* CAF applies only to invoiced totals. If the total invoiced amount is less than the estimated value, CAF is applied to total invoice<br>
CAF rates, once established and verified as correct, shall be used for the entire life of the order (to include base + options).
The default CAF rate is 0.75%. The only exception to the default CAF rate is for customer organizations with a CAF Memorandum of Understanding (MOU) agreement in place with the OASIS Program Office. See https://www.gsa.gov/oasis to find the latest list of customer organizations and their reduced CAF rate specified in the MOU agreement.
In response to all task order solicitations, regardless of order type (fixed price, cost-reimbursable, etc) the CAF shall be proposed as a separate and distinct Contract Line Item (CLIN) for the base period and each option period (if applicable). For other than Firm Fixed Price proposals, the CAF line item shall be proposed as a Not To Exceed (NTE) amount.
Each invoice billed under the task order shall include a separate CAF line item as in the following example:
CLIN 0001 Labor $100.00
CLIN 0002 Material $50.00
CLIN 0003 Travel $50.00
Subtotal $200.00
CLIN 0004 CAF (0.75% of subtotal) $1.50
Total Invoice including CAF $201.50
The OCO must establish a separate and distinct CAF CLIN in all task order awards for the base year(s) and each option period (if applicable).
* CAF applies only to invoiced totals. If the total invoiced amount is less than the estimated value, CAF is applied to total invoice<br>
09
Agencies that have a signed MOU to OASIS reduced Contract Access Fee What is CAF?<br>
10
Choosing from GSA’s comprehensive professional services solutions PSHC OASIS vs. PSHC MAS Contracts PSHC MACs PSHC MAS Contracts<br>
11
How Customer Use OASIS Direct Ordering Vs. Assisted Ordering GSA - IDIQ Vehicles:
CO must obtain DPA Certificate
Pay Contract Access Fee (CAF):
GSA – Multiple Award Schedule:
Professional Services and Human Capital
No Training Needed
IFF is built into schedule pricing
* Customer conducts Pre/Post Award Process AAS team acts on behalf of customer
Utilize contract vehicle that fits the customer requirement
Gives priority to GSA vehicle, but may use Open Market
AAS Fee:
Negotiable(~Avg of 4%)
Based on magnitude/complexity of requirement
* GSA conducts Pre/Post Award Process Direct Buy Assisted Acquisition Service<br>
CO must obtain DPA Certificate
Pay Contract Access Fee (CAF):
GSA – Multiple Award Schedule:
Professional Services and Human Capital
No Training Needed
IFF is built into schedule pricing
* Customer conducts Pre/Post Award Process AAS team acts on behalf of customer
Utilize contract vehicle that fits the customer requirement
Gives priority to GSA vehicle, but may use Open Market
AAS Fee:
Negotiable(~Avg of 4%)
Based on magnitude/complexity of requirement
* GSA conducts Pre/Post Award Process Direct Buy Assisted Acquisition Service<br>
12
OASIS Benefits Easy to Use Flexible Interagency Acquisition The ordering Contracting Officer has control. Leverage GSA’s governmentwide authority & existing infrastructure. FAR 15.3 source selection procedures not applicable
Speed bumps already cleared for you at the IDIQ level
No synopsizing or posting solicitations on beta.sam.gov
No FAR 9.1 responsibility determination for each order
No EEO compliance for each order
No Congressional notifications required for each order (agency policy may differ)
No protests on orders ≤$10M
All required and applicable FAR matrix clauses automatically apply to each order per contract section I.1 Task Order Clauses Using OASIS simplifies acquisition planning documentation
Satisfies FAR 7.102(a) requiring appropriate consideration of pre-existing contracts
No Determination & Finding (D&F) or Justification & Approval (J&A) required
Economy Act (FAR 17.502-2) does not apply to OASIS TOs
Authority for OASIS: 40 U.S.C. 501
Federal Property & Administrative Services Act Broad discretion for COs developing TO placement procedures to access highly qualified contractors
Ordering CO determines--
Contract type (allows FFP, T&M, Cost, Hybrids)
Evaluation criteria
Method of award
Terms & conditions and/or provisions & clauses
Ordering CO must include--
FAR provisions/clauses needing fill-ins by full text
Any optional FAR and/or agency specific provisions/clauses needed (e.g., DFARS for DoD) FAR 16.505 streamlined acquisition procedures keep it simple.<br>
Speed bumps already cleared for you at the IDIQ level
No synopsizing or posting solicitations on beta.sam.gov
No FAR 9.1 responsibility determination for each order
No EEO compliance for each order
No Congressional notifications required for each order (agency policy may differ)
No protests on orders ≤$10M
All required and applicable FAR matrix clauses automatically apply to each order per contract section I.1 Task Order Clauses Using OASIS simplifies acquisition planning documentation
Satisfies FAR 7.102(a) requiring appropriate consideration of pre-existing contracts
No Determination & Finding (D&F) or Justification & Approval (J&A) required
Economy Act (FAR 17.502-2) does not apply to OASIS TOs
Authority for OASIS: 40 U.S.C. 501
Federal Property & Administrative Services Act Broad discretion for COs developing TO placement procedures to access highly qualified contractors
Ordering CO determines--
Contract type (allows FFP, T&M, Cost, Hybrids)
Evaluation criteria
Method of award
Terms & conditions and/or provisions & clauses
Ordering CO must include--
FAR provisions/clauses needing fill-ins by full text
Any optional FAR and/or agency specific provisions/clauses needed (e.g., DFARS for DoD) FAR 16.505 streamlined acquisition procedures keep it simple.<br>
13
OASIS Overview OASIS contract scope includes, but is not limited to: Multidisciplinary gov-wide contract for complex professional services requirements
Multiple technical areas/mission spaces
Maximum flexibility for ancillary support
Labor & materials
Other direct costs (ODCs)
Unpriced except for sole source T&M orders Intelligence, Surveillance, and Reconnaissance
Compliance
Defense
Disaster
Energy
Research and Development
Environment
Health
Communication
Security
Transportation
Artificial Intelligence Areas of Expertise Program management
Management Consulting
Engineering services
Logistics services
Scientific services
Financial services
All types of research & development (R&D) Contract Features Core Disciplines<br>
Multiple technical areas/mission spaces
Maximum flexibility for ancillary support
Labor & materials
Other direct costs (ODCs)
Unpriced except for sole source T&M orders Intelligence, Surveillance, and Reconnaissance
Compliance
Defense
Disaster
Energy
Research and Development
Environment
Health
Communication
Security
Transportation
Artificial Intelligence Areas of Expertise Program management
Management Consulting
Engineering services
Logistics services
Scientific services
Financial services
All types of research & development (R&D) Contract Features Core Disciplines<br>
14
OASIS pools explained OASIS Scope OASIS has 3 contract families totaling 19 separate MAC task order contracts
Each pool is a separate OASIS MAC task order contract:
OASIS SB – seven small business set-aside contract pools (including SDVOSB, WOSB, HubZone)
OASIS 8(a) – five 8(a) only Set Aside contract pools
OASIS U – seven unrestricted contract pools
29 NAICS codes
6 NAICS code exceptions
Economic subsector 541, Professional, Scientific, and Technical Services
Scope is exactly the same across families (e.g. OASIS SB Pool 1, OASIS 8(a) Pool 1 and OASIS U Pool 1 have the exact same scope)<br>
Each pool is a separate OASIS MAC task order contract:
OASIS SB – seven small business set-aside contract pools (including SDVOSB, WOSB, HubZone)
OASIS 8(a) – five 8(a) only Set Aside contract pools
OASIS U – seven unrestricted contract pools
29 NAICS codes
6 NAICS code exceptions
Economic subsector 541, Professional, Scientific, and Technical Services
Scope is exactly the same across families (e.g. OASIS SB Pool 1, OASIS 8(a) Pool 1 and OASIS U Pool 1 have the exact same scope)<br>
15
Identical scope for OASIS-SB, OASIS-U, & OASIS-8(a) pools<br>
16
Contractor counts for parallel OASIS-SB, OASIS-U, & OASIS-8(a) pools* OASIS Contractors * Please refer to eLibrary for current pool contractor counts. Numbers reflect end of Jan 6, 2025<br>
17
Additional OASIS Contract Features 100% 8(a) pools allow for both competitive & sole source (direct) awards
Offer/acceptance with SBA—
NOT REQUIRED for competitive orders (completed at the IDIQ level)
IS REQUIRED for sole source (direct) order awards
Current sole source (direct) order threshold
$4.5M
$25M Alaska Native Corporation (ANC)/Tribal Owned
$100M (DoD Only)-ANC/Tribal Owned/Native Hawaiian Organization (NHO)
Minimum/Maximum Order Value
No maximum order value or ceiling limitations
Minimum order value is the Simplified Acquisition Thresholds (SAT)
Direct access to socio-economic industry partners to maximize small business participation
Highest Technically Rated Contractors
Experience
Past Performance
Certifications
Designed for long periods of use
UR Task orders can be awarded through March 01, 2025
UR Task order Period of Performance may be through February 28, 2030<br>
Offer/acceptance with SBA—
NOT REQUIRED for competitive orders (completed at the IDIQ level)
IS REQUIRED for sole source (direct) order awards
Current sole source (direct) order threshold
$4.5M
$25M Alaska Native Corporation (ANC)/Tribal Owned
$100M (DoD Only)-ANC/Tribal Owned/Native Hawaiian Organization (NHO)
Minimum/Maximum Order Value
No maximum order value or ceiling limitations
Minimum order value is the Simplified Acquisition Thresholds (SAT)
Direct access to socio-economic industry partners to maximize small business participation
Highest Technically Rated Contractors
Experience
Past Performance
Certifications
Designed for long periods of use
UR Task orders can be awarded through March 01, 2025
UR Task order Period of Performance may be through February 28, 2030<br>
18
How Agencies Use OASIS What can I acquire with an OASIS task order? Complex professional services requirements where the preponderance of the labor to be performed on a task order is professional labor
‘Complex’ requirements =
Cross multiple disciplines
May include IT components but are NOT principle IT requirements
Entail Other Direct Costs (ODCs)
Require flexibility of contract type (e.g., cost-reimbursement, hybrid)
Any one or combination of all of the above Principle purpose IT (exception: review contract section C.3)
Requirements NOT covered by OASIS NAICS codes
Inherently governmental functions (FAR 7.503(a))
Personal services (FAR 37.104(a))
A&E services subject to the Brooks Act*
Construction
Blanket Purchase Agreements are NOT allowed, but you--
CAN Leverage optional CLINs
CAN Leverage T&M/Cost-type orders with incrementally funded Technical Direction Letters DO use it for complex requirements: DON’T use it for these requirements:<br>
‘Complex’ requirements =
Cross multiple disciplines
May include IT components but are NOT principle IT requirements
Entail Other Direct Costs (ODCs)
Require flexibility of contract type (e.g., cost-reimbursement, hybrid)
Any one or combination of all of the above Principle purpose IT (exception: review contract section C.3)
Requirements NOT covered by OASIS NAICS codes
Inherently governmental functions (FAR 7.503(a))
Personal services (FAR 37.104(a))
A&E services subject to the Brooks Act*
Construction
Blanket Purchase Agreements are NOT allowed, but you--
CAN Leverage optional CLINs
CAN Leverage T&M/Cost-type orders with incrementally funded Technical Direction Letters DO use it for complex requirements: DON’T use it for these requirements:<br>
19
How Agencies Use OASIS Geophysical Surveying and Mapping Services
Testing Laboratories
Physical, chemical, and other analytical testing services, such as acoustics or vibration testing, assaying, biological testing (except medical and veterinary), calibration testing, electrical and electronic testing, geotechnical testing, mechanical testing, nondestructive testing, or thermal testing
Marketing, Advertising and Public Relations
Social media support services
Acquisition management support services
SOW & RFP writing services
Variety of business-related professional services
Program management
Contractor assessment
Contractor intelligence estimates Pool 1 │ Engineering Services, Human Resources Consulting, Environmental Consulting, Scientific and Technical Consulting, and Other Management consulting Services 21 NAICS covered by Pool 1<br>
Testing Laboratories
Physical, chemical, and other analytical testing services, such as acoustics or vibration testing, assaying, biological testing (except medical and veterinary), calibration testing, electrical and electronic testing, geotechnical testing, mechanical testing, nondestructive testing, or thermal testing
Marketing, Advertising and Public Relations
Social media support services
Acquisition management support services
SOW & RFP writing services
Variety of business-related professional services
Program management
Contractor assessment
Contractor intelligence estimates Pool 1 │ Engineering Services, Human Resources Consulting, Environmental Consulting, Scientific and Technical Consulting, and Other Management consulting Services 21 NAICS covered by Pool 1<br>
20
How Agencies Use OASIS CPA services
Internal control documentation
Accounting Services
Income tax withholdings for locally employed staff
Biweekly payroll
R&D on Social Sciences & Humanities
Business research & development
Cognitive research & development
Economic research & development
Psychology research & development
Social science research & development
Sociological research & development Pool 2 │Financial services, social science R&D 541211
541213
541214
541219
541720<br>
Internal control documentation
Accounting Services
Income tax withholdings for locally employed staff
Biweekly payroll
R&D on Social Sciences & Humanities
Business research & development
Cognitive research & development
Economic research & development
Psychology research & development
Social science research & development
Sociological research & development Pool 2 │Financial services, social science R&D 541211
541213
541214
541219
541720<br>
21
How Agencies Use OASIS Engineering for military & aerospace equipment & military weapons
Engineering services
Program management
Technical expertise
Logistics support
Conversion / production / sustainment / upgrades
Engineering for marine engineering & naval architecture
Sustainment support services
Mechanical & electrical engineering
Maintenance
Technical & logistical support Pool 3 │ Engineering exceptions 541330
Exception A
Exception B
Exception C<br>
Engineering services
Program management
Technical expertise
Logistics support
Conversion / production / sustainment / upgrades
Engineering for marine engineering & naval architecture
Sustainment support services
Mechanical & electrical engineering
Maintenance
Technical & logistical support Pool 3 │ Engineering exceptions 541330
Exception A
Exception B
Exception C<br>
22
How Agencies Use OASIS R&D biotechnology (except nanobiotechnology)
Research occurrence of bioweaponry & chemical weapons of delivery through food
Reach-back food protection consultation
Surveillance, prevention, control of foodborne illness
Research & evaluation of food pathogen sampling, transport, & testing capabilities
R&D in physical, engineering & life sciences (except nanotechnology & biotechnology)
Clinical research support to medical treatment facility Pool 4 │Scientific R&D 541713
541714
541715<br>
Research occurrence of bioweaponry & chemical weapons of delivery through food
Reach-back food protection consultation
Surveillance, prevention, control of foodborne illness
Research & evaluation of food pathogen sampling, transport, & testing capabilities
R&D in physical, engineering & life sciences (except nanotechnology & biotechnology)
Clinical research support to medical treatment facility Pool 4 │Scientific R&D 541713
541714
541715<br>
23
How Agencies Use OASIS Integration, testing, evaluation, collection & analysis of specialized capabilities
Design
Implementation of new parts with existing components Pool 5a │R&D in other aircraft parts & auxiliary equipment 541715
Exception B<br>
Design
Implementation of new parts with existing components Pool 5a │R&D in other aircraft parts & auxiliary equipment 541715
Exception B<br>
24
How Agencies Use OASIS Modeling & simulation
Technical advisory & assistance services
Technical support requirements
Financial, technical, engineering, & logistical analysis
Acquisition logistics planning
Support independent, comprehensive, & systemic reviews Pool 5b │R&D on guided missiles, space vehicles, & their propulsion components 541715
Exception C<br>
Technical advisory & assistance services
Technical support requirements
Financial, technical, engineering, & logistical analysis
Acquisition logistics planning
Support independent, comprehensive, & systemic reviews Pool 5b │R&D on guided missiles, space vehicles, & their propulsion components 541715
Exception C<br>
25
How Agencies Use OASIS Integration, testing, evaluation, collection & analysis of specialized capabilities
Testing critical technology areas
Testing & experimentation for integration into existing mission activities
Program management
Analysis
Mission planning
Specialized engineering Pool 6 │R&D in aircraft, aircraft engine, & engine parts 541715
Exception A<br>
Testing critical technology areas
Testing & experimentation for integration into existing mission activities
Program management
Analysis
Mission planning
Specialized engineering Pool 6 │R&D in aircraft, aircraft engine, & engine parts 541715
Exception A<br>
26
Basic steps for placing orders on OASIS FAR 16.505 Ordering Process 1. Determine scope, principle NAICS, set-asides, & TO details 3. Post solicitation on eBuy or Symphony to ensure fair opportunity requirements under FAR 16.505(b)(1) 5. Post notice of awards not providing for fair opportunity; report TO awards in FPDS-NG and via oasisawards@gsa.gov 7. Close out TO files in accordance with FAR 4.804 2. Build solicitation using FAR 16.505 ordering procedures 4. Evaluate proposals according to criteria stated in the TO solicitation 6. Conduct quality assurance & evaluate performance per FAR 42.15 Review the OASIS Ordering Guide & one-page checklist for full instructions<br>
27
Ordering Symphony Task Order Management & GSA eBuy OASIS SB & 8(a)
Proposals should be
received on or before
November 1, 2024
OASIS Unrestricted
Proposals should be
received on or before
January 17, 2025<br>
Proposals should be
received on or before
November 1, 2024
OASIS Unrestricted
Proposals should be
received on or before
January 17, 2025<br>
28
Tools & Resources Tools & Resources Scope reviews, training, online tools, samples, & points of contact to help you find what you need<br>
29
Online Tools & Resources Ordering Guides & Checklists
OASIS Ordering Guide & One-page Checklist
HCaTS Ordering Guide
MAS Ordering Guide
Blanket Purchase Agreement (BPA) Guidance
Data & Dashboards
OASIS & HCaTS Dashboard
MAS Dashboard
Favorites
FAR 16.505
Acquisition Document Library
Homepages: OASIS, HCaTS, and Schedules eLibrary
One Source for GSA contract award information
Location vendor information, POC’s
Vendor Contract Officer
Contract Awarded Labor Category (CALC)
Library of awarded prices to use in negotiation for labor contracts
Fully burdened, services data, & worldwide rates
Prices Paid data available for certain orders
Assists with preparation of labor portion of IGCE
Index pricing to 640 geographic locations
Leverages OMB’s Standard Occupational Classification (SOC) Market Research Tools Links to Bookmark Solution-Specific Resources General Resources<br>
OASIS Ordering Guide & One-page Checklist
HCaTS Ordering Guide
MAS Ordering Guide
Blanket Purchase Agreement (BPA) Guidance
Data & Dashboards
OASIS & HCaTS Dashboard
MAS Dashboard
Favorites
FAR 16.505
Acquisition Document Library
Homepages: OASIS, HCaTS, and Schedules eLibrary
One Source for GSA contract award information
Location vendor information, POC’s
Vendor Contract Officer
Contract Awarded Labor Category (CALC)
Library of awarded prices to use in negotiation for labor contracts
Fully burdened, services data, & worldwide rates
Prices Paid data available for certain orders
Assists with preparation of labor portion of IGCE
Index pricing to 640 geographic locations
Leverages OMB’s Standard Occupational Classification (SOC) Market Research Tools Links to Bookmark Solution-Specific Resources General Resources<br>
30
No-cost Value Added Service OASIS Scope Review Support Review conducted by team with extensive contracting experience
Written response provided within 5 business days
Submit Review Request to OASIS Scope Review Request form<br>
Written response provided within 5 business days
Submit Review Request to OASIS Scope Review Request form<br>
31
Points of Contact OASIS Customer Service General mailbox: OASIS@gsa.gov
Training: OASISdpa@gsa.gov
Scope review questions: OASIS@gsa.gov
OASIS Award Notification: oasisawards@gsa.gov<br>
Training: OASISdpa@gsa.gov
Scope review questions: OASIS@gsa.gov
OASIS Award Notification: oasisawards@gsa.gov<br>
32
Role of the OASIS PMO Team OASIS Customer Service Follow up on customer referrals
Advise on all procurement matters
Problem resolution
Quality control
Communication with customers & contract holders<br>
Advise on all procurement matters
Problem resolution
Quality control
Communication with customers & contract holders<br>
33
Appendix ‹#›<br>
34
Program Management Services Appendix: OASIS Core Disciplines Relating to leading, facilitating, & ensuring strategic planning, implementation, coordination, integration
Evaluating programmatic activities & administrative systems Acquisition support
Business intelligence support
Capabilities integration & development
Configuration management
Cost estimation & analysis
Cost/performance trade-off analysis & studies
Cost/schedule/ performance analysis
Counter-intelligence Support Risk management
Stakeholder requirements analysis
Technical assessment
Technical data management
Technical planning
Threat analysis
Vulnerability assessment Decision Analysis
Earned Value Management (EVM) analysis
eBusiness Support
Horizontal protection
Information analytics
Integration of support systems
Intelligence analysis
Interface management Investigative services
Knowledge-based acquisition
Manpower estimating
Planning, programming, building, & execution processes
Program documentation
Project management, program management, integrated program management
Regulatory compliance
Requirement management Examples:<br>
Evaluating programmatic activities & administrative systems Acquisition support
Business intelligence support
Capabilities integration & development
Configuration management
Cost estimation & analysis
Cost/performance trade-off analysis & studies
Cost/schedule/ performance analysis
Counter-intelligence Support Risk management
Stakeholder requirements analysis
Technical assessment
Technical data management
Technical planning
Threat analysis
Vulnerability assessment Decision Analysis
Earned Value Management (EVM) analysis
eBusiness Support
Horizontal protection
Information analytics
Integration of support systems
Intelligence analysis
Interface management Investigative services
Knowledge-based acquisition
Manpower estimating
Planning, programming, building, & execution processes
Program documentation
Project management, program management, integrated program management
Regulatory compliance
Requirement management Examples:<br>
35
Management Consulting Services Appendix: OASIS Core Disciplines Relating to helping organizations improve performance
Analysis of existing organizational problems & development of improvement plans Business case development support
Business process reengineering
Change management
Concept development & requirements analysis
Cost/schedule/performance improvement
Information analytics
Knowledge management
Long range planning, futures, & forecasting Relations & coordination with law/policy making entities
Social media consulting
Strategic forecasting
Strategic planning
Strategy development
Tactical & readiness planning
Technical advisory services
Training & facilitation Examples: Engineering Services Service or creative work requiring education, training, & experience in consulting, investigating, evaluating, planning & designing, engineering principles Advanced technology pilot & trials
Alternative energy sources & engineering
Concept development
Configuration management
Design documentation & technical data
Energy services
Engineering (aeronautical, astronomical, chemical, electrical, mechanical, metallurgy/materials, etc.) Engineering process improvement
Environmental consulting & remediation
Environmental management
Human factors/usability engineering
Independent verification & validation
Integration
Interoperability
Life cycle management
Systems engineering Examples:<br>
Analysis of existing organizational problems & development of improvement plans Business case development support
Business process reengineering
Change management
Concept development & requirements analysis
Cost/schedule/performance improvement
Information analytics
Knowledge management
Long range planning, futures, & forecasting Relations & coordination with law/policy making entities
Social media consulting
Strategic forecasting
Strategic planning
Strategy development
Tactical & readiness planning
Technical advisory services
Training & facilitation Examples: Engineering Services Service or creative work requiring education, training, & experience in consulting, investigating, evaluating, planning & designing, engineering principles Advanced technology pilot & trials
Alternative energy sources & engineering
Concept development
Configuration management
Design documentation & technical data
Energy services
Engineering (aeronautical, astronomical, chemical, electrical, mechanical, metallurgy/materials, etc.) Engineering process improvement
Environmental consulting & remediation
Environmental management
Human factors/usability engineering
Independent verification & validation
Integration
Interoperability
Life cycle management
Systems engineering Examples:<br>
36
Logistics Services Appendix: OASIS Core Disciplines Scientific Services Analysis & recommendation of support equipment
Deployment logistics
Disaster management/ contingency operations
Distribution & transportation logistics services
Infrastructure services (includes transportation & delivery)
Integrated logistics support (ILS)
ILS technical requirement creation ILS risk assessment
ILS schedules creation & performance tracking
Inventory management
Life cycle sustainment
Logistical studies & evaluation
Logistics design
Logistics management & support services
Logistics operations & maintenance
Logistics operations support Logistics optimization
Logistics training services
Repair & alteration
Security
Supply chain management & provisioning
Supportability analysis & implementation
Technology & industrial base analysis
Test range support
Value chain management Decision support sciences
Engineering sciences
Environmental sciences
Life sciences
Mathematical sciences
Physical sciences
Psychological sciences
Social sciences Examples: Examples: Management of flow of resources between points of origin & destination
Relating to integration of information, transportation, inventory, warehousing, material handling, packaging, security, & other functions Applying comprehensive scientific & professional knowledge in planning, conducting, evaluating, & managing fundamental research, knowledge enhancement, and/or technology development<br>
Deployment logistics
Disaster management/ contingency operations
Distribution & transportation logistics services
Infrastructure services (includes transportation & delivery)
Integrated logistics support (ILS)
ILS technical requirement creation ILS risk assessment
ILS schedules creation & performance tracking
Inventory management
Life cycle sustainment
Logistical studies & evaluation
Logistics design
Logistics management & support services
Logistics operations & maintenance
Logistics operations support Logistics optimization
Logistics training services
Repair & alteration
Security
Supply chain management & provisioning
Supportability analysis & implementation
Technology & industrial base analysis
Test range support
Value chain management Decision support sciences
Engineering sciences
Environmental sciences
Life sciences
Mathematical sciences
Physical sciences
Psychological sciences
Social sciences Examples: Examples: Management of flow of resources between points of origin & destination
Relating to integration of information, transportation, inventory, warehousing, material handling, packaging, security, & other functions Applying comprehensive scientific & professional knowledge in planning, conducting, evaluating, & managing fundamental research, knowledge enhancement, and/or technology development<br>
37
Financial Management Services Appendix: OASIS Core Disciplines Planning, directing, monitoring, organizing, & controlling of monetary resources of an organization
Service requires education, training, & experience in financial analysis, advising, risk management, & program management Affordability analysis
Analysis of cost alternatives
Budget analysis & tracking
Business information systems
Cost estimating & analysis support
Cost performance risk assessments Program objective memorandum (pom) creation & documentation
Return on investment analysis
Safeguarding personal data
Should-cost determinations
Total ownership cost determination Disbursement & reconciliation support
Economic analysis
Financial & financial risk analysis
Financial management, accounting & auditing services
Grant management Impact statement development
Life cycle cost determination
Loan management
Oversight & fraud detection
Program management for financial services Examples:<br>
Service requires education, training, & experience in financial analysis, advising, risk management, & program management Affordability analysis
Analysis of cost alternatives
Budget analysis & tracking
Business information systems
Cost estimating & analysis support
Cost performance risk assessments Program objective memorandum (pom) creation & documentation
Return on investment analysis
Safeguarding personal data
Should-cost determinations
Total ownership cost determination Disbursement & reconciliation support
Economic analysis
Financial & financial risk analysis
Financial management, accounting & auditing services
Grant management Impact statement development
Life cycle cost determination
Loan management
Oversight & fraud detection
Program management for financial services Examples:<br>
38
Acquisition planning still required per FAR Part 7
Identify principle NAICS code
Set-aside order?
No 🡪 OASIS Unrestricted
Yes 🡪 OASIS Small Business
OASIS SB orders may be set-aside for socioeconomic competition per FAR 16.505(b)(2)(i)(F) (e.g., SDVOSB-only competition)
Set-aside for 8(a) Program?
No 🡪 Use any OASIS-SB Pool
Yes 8(a) 🡪 Use 8(a)-only Sub-Pools OASIS Ordering Step 1: Acquisition Planning Determine scope, set-asides, principle NAICS, & TO details FAR 16.505 Ordering Process OASIS Ordering Guide
OASIS Pools & NAICS
OASIS one-page checklist
Free pre-solicitation scope reviews
Acquisition planning packages Resources Getting Started<br>
Identify principle NAICS code
Set-aside order?
No 🡪 OASIS Unrestricted
Yes 🡪 OASIS Small Business
OASIS SB orders may be set-aside for socioeconomic competition per FAR 16.505(b)(2)(i)(F) (e.g., SDVOSB-only competition)
Set-aside for 8(a) Program?
No 🡪 Use any OASIS-SB Pool
Yes 8(a) 🡪 Use 8(a)-only Sub-Pools OASIS Ordering Step 1: Acquisition Planning Determine scope, set-asides, principle NAICS, & TO details FAR 16.505 Ordering Process OASIS Ordering Guide
OASIS Pools & NAICS
OASIS one-page checklist
Free pre-solicitation scope reviews
Acquisition planning packages Resources Getting Started<br>
39
OASIS Ordering Step 2: Solicitation Development FAR 16.505 Ordering Process Use FAR 16.505 terminology
Develop clear, concise, precise requests
Hold due-diligence or pre-solicitation meetings Best Practices Build RFP using FAR 16.505 ordering procedures Task Order Solicitation Template (Appendix B in the Ordering Guide)
Pool number being solicited (stating socioeconomic set-asides)
Applicable NAICS
SOW/PWS/SOO
Type of services (commercial or non-commercial)
CLIN structure
Evaluation factors
Source selection methodology
Contract type(s)
Period of performance
Place of performance
Proposal due date
Proposal instructions
Other pertinent information (e.g., agency-specific clauses, optional clauses, etc.) RFP Requirements<br>
Develop clear, concise, precise requests
Hold due-diligence or pre-solicitation meetings Best Practices Build RFP using FAR 16.505 ordering procedures Task Order Solicitation Template (Appendix B in the Ordering Guide)
Pool number being solicited (stating socioeconomic set-asides)
Applicable NAICS
SOW/PWS/SOO
Type of services (commercial or non-commercial)
CLIN structure
Evaluation factors
Source selection methodology
Contract type(s)
Period of performance
Place of performance
Proposal due date
Proposal instructions
Other pertinent information (e.g., agency-specific clauses, optional clauses, etc.) RFP Requirements<br>
40
Issue solicitation under determined Pool*
You may RFI Multiple Pools
You may send RFQ to One Pool
Choose one method of issuance. Do not post to both eBuy and Symphony:
Post on GSA eBuy
Use Symphony to initiate a global email to the selected Pool
Check out this short video: Symphony - The Task Order Tool That Works For You.
Important links to note:
How to Complete Government Registration
Demo and Registration Training Video (March 17, 2022)
Demo and Registration Training Slide Deck [PDF - 2 MB] (March 17, 2022)
Getting started Frequently Asked Questions OASIS Ordering Step 3: Solicitation Issuance Post solicitation on eBuy or Symphony to ensure fair opportunity requirements under FAR 16.505(b)(1) FAR 16.505 Ordering Process *You may only solicit a requirement from one OASIS Pool at a time (across all vehicles)
To reach OASIS Pool Links, expand the OASIS Contractor & Email Distribution List tab on the OASIS Buyers Guidance page Notes Solicitation Release<br>
You may RFI Multiple Pools
You may send RFQ to One Pool
Choose one method of issuance. Do not post to both eBuy and Symphony:
Post on GSA eBuy
Use Symphony to initiate a global email to the selected Pool
Check out this short video: Symphony - The Task Order Tool That Works For You.
Important links to note:
How to Complete Government Registration
Demo and Registration Training Video (March 17, 2022)
Demo and Registration Training Slide Deck [PDF - 2 MB] (March 17, 2022)
Getting started Frequently Asked Questions OASIS Ordering Step 3: Solicitation Issuance Post solicitation on eBuy or Symphony to ensure fair opportunity requirements under FAR 16.505(b)(1) FAR 16.505 Ordering Process *You may only solicit a requirement from one OASIS Pool at a time (across all vehicles)
To reach OASIS Pool Links, expand the OASIS Contractor & Email Distribution List tab on the OASIS Buyers Guidance page Notes Solicitation Release<br>
41
OASIS Ordering Step 4: Proposal Evaluation Evaluate proposals according to criteria stated in the TO solicitation FAR 16.505 Ordering Process Use streamlined evaluation methodologies: multi-phase, advisory multi-step technique, oral presentations, comparative analyses
Award on initial responses
Base price analysis on competition Best Practices Evaluate offers & make award in accordance with your solicitation criteria
Document fair & reasonable price determination per FAR 16.505(b)(3)
NO contract level ceiling rates on orders EXCEPT for Sole Source T&M/LH orders Evaluation<br>
Award on initial responses
Base price analysis on competition Best Practices Evaluate offers & make award in accordance with your solicitation criteria
Document fair & reasonable price determination per FAR 16.505(b)(3)
NO contract level ceiling rates on orders EXCEPT for Sole Source T&M/LH orders Evaluation<br>
42
Document award decision per FAR 16.505(b)(7)
Within 3 days-- Report the action in FPDS-NG
Within 5 days-- Send task order to GSA
Email OASIS Task Order Award Information Form to OASISAWARDS@gsa.gov
Include copy of task order award
Within 14 days-- Post award notice for exceptions to fair opportunity on beta.sam.gov (30 days allowed for urgency)
Handle order level protests (limited under FAR 16.505 (a)(10) & 33.1) OASIS Ordering Step 5: Award Post notice of awards not providing for fair opportunity; clear protests; report TO awards in FPDS-NG FAR 16.505 Ordering Process Award OASIS Task Order Award Information Form<br>
Within 3 days-- Report the action in FPDS-NG
Within 5 days-- Send task order to GSA
Email OASIS Task Order Award Information Form to OASISAWARDS@gsa.gov
Include copy of task order award
Within 14 days-- Post award notice for exceptions to fair opportunity on beta.sam.gov (30 days allowed for urgency)
Handle order level protests (limited under FAR 16.505 (a)(10) & 33.1) OASIS Ordering Step 5: Award Post notice of awards not providing for fair opportunity; clear protests; report TO awards in FPDS-NG FAR 16.505 Ordering Process Award OASIS Task Order Award Information Form<br>