Understanding Office of Professional Services & Human Capital Delegation

Office of Professional Services & Human Capital Delegation of Procurement Authority OASIS DPA Training Last updated June 6, 2025

Welcome! Agenda & Key Acronyms Office of Professional Services & Human Capital 01 Introduction BIC Best-in-Class SUM Spend Under Management DPA Delegated Procurement Authority 02 OASIS DPA OASIS One Acquisition Solution for Integrated Services Digital Tools and Online Resources Tools & Resources 03

PSHC Solutions - Comprehensive, scalable solutions at your fingertips Office of Professional Services & Human Capital 01 Introduction BIC Best-in-Class SUM Spend Under Management OASIS IDIQs Premier experts providing a full range of technical solutions to meet your most complex professional services Multiple Award Schedules MASsive variety of contractors offering off the shelf commercial acquisition solutions requirements Tier 2 Tier 3 HCaTS IDIQs Experienced, thoroughly vetted contractors, delivering fully customizable Human Capital and Training Solutions to solve your toughest organizational Tools & Resources Scope reviews, training, online tools, samples, & points of contact to help you find what you need challenges Tier 3

Spend Under Management (SUM) Tiers OMB directive: Increase spend maturity & spend on BIC contracts Office of Professional Services & Human Capital Tier 3 Gov-wide BIC Solutions Spend on government-wide Best-in-Class (BIC) solutions; considered the highest level of spend maturity Most mature Tier 3 Tier 2 Multi-Agency Solutions Spend on multi-agency contracts satisfying rigorous standards for strategy, data, tools & metrics Tier 2 Tier 3 Examples OASIS Tier 1 Mandatory Agency-Wide Solutions Spend on agency-wide contracts with mandatory use or mandatory consideration policies & data sharing standards HCaTS Tier 2 Examples Multiple Award Schedule 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 1 Examples USAF NETCENTS-2 IDIQ Tier 0 Examples Open market spend Least mature Duplicative one-off contracts

OASIS Delegation of Procurement Authority (DPA) 02 OASIS DPA OASIS DPA Training

Delegation of Procurement Authority (DPA) To issue orders you must have a DPA - 3 Steps! Office of Professional Services & Human Capital DPA is for Warranted CO s Only DPA is for the life of the contract Important Notes: DPA is an individual authority and is non transferable/delegable Register for Web Based Training Request in Person Training Online DAU training class Search for FAC 153 We will support expedited DPA requests, we will never be the reason you cannot complete an action 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 Agencies who use OASIS are required to remit a Contract Access Fee (CAF) 0.75% If you receive a Warrant after receiving training you can request a DPA by emailing OASISDPA@GSA.GOV A separate DPA training will be required for OASIS +. The OASIS DPA is not transferable to OASIS+.

OASIS Period of Performance Task Orders May Extended Up to 5 Years Beyond the Period of Performance Office of Professional Services & Human Capital SB and 8(a) Unrestricted OASIS Small Business and 8(a) Performance Period Ends: December 19, 2024 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 SB & 8(a) to December 19, 2029 Task Orders may extend 5 years beyond the Period of Performance (PoP) for OASIS Unrestricted up to March 1, 2030

Contract Access Fee OASIS Contract - Section G - Contract Administration Data Office of Professional Services & Human Capital 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

What is CAF? Agencies that have a signed MOU to OASIS reduced Contract Access Fee Office of Professional Services & Human Capital Negotiated CAF Percentage Agency DOD Defense Procurement and Acquisition Policy (DPAP) 0.10% US Air Force 0.10% US Army 0.10% US Navy 0.10% Department of Homeland Security 0.10% Centers for Medicare and Medicaid Services (CMMS) *(CMMS is a Bureau within The Department of Health and Human Services (HHS)). 0.50%

PSHC OASIS vs. PSHC MAS Contracts Choosing from GSA s comprehensive professional services solutions Office of Professional Services & Human Capital Tier 2 Tier 3 PSHC MACs PSHC MAS Contracts FAR 8.4 streamlined ordering process under MAS Ordering procedures FAR 16.505 streamlined ordering process for multi-award IDIQ vehicles Ordering procedures Volume buying -- routine, repetitive, simple buys for commercial services Used for-- Complex, customized, or multidisciplinary commercial & non-commercial services Used for-- Firm fixed-price with EPA, labor-hour, time- and-materials contracts Contract types Fixed-price, labor-hour, time-and-materials, cost-reimbursement, & hybrids Contract types YES; BPAs may be established in accordance with FAR 8.405-3 BPAs allowed? NO ; however, other flexibilities allowed (optional CLINS, Cost-type Technical Direction Methods, etc.) BPAs allowed? Negotiated contract ceiling prices, opportunities for discounts at the order level Pricing Order-level pricing based on competition Pricing Up to 33% order value: Services/items not priced in MAS Contract may be added to order via OLM method Other DPA required for OCO signing task order (NOT applicable to assisted acquisitions) Other

How Customer Use OASIS Direct Ordering Vs. Assisted Ordering Office of Professional Services & Human Capital Direct Buy Assisted Acquisition Service GSA - IDIQ Vehicles: CO must obtain DPA Certificate AAS team acts on behalf of customer Utilize contract vehicle that fits the customer requirement Pay Contract Access Fee (CAF): GSA Multiple Award Schedule: Professional Services and Human Capital Gives priority to GSA vehicle, but may use Open Market No Training Needed AAS Fee: Negotiable(~Avg of 4%) IFF is built into schedule pricing Based on magnitude/complexity of requirement * Customer conducts Pre/Post Award Process * GSA conducts Pre/Post Award Process

OASIS Benefits Office of Professional Services & Human Capital Flexible Interagency Acquisition Easy to Use The ordering Contracting Officer has control. Leverage GSA s governmentwide authority & existing infrastructure. FAR 16.505 streamlined acquisition procedures keep it simple. FAR 15.3 source selection procedures not applicable Using OASIS simplifies acquisition planning documentation Broad discretion for COs developing TO placement procedures to access highly qualified contractors Speed bumps already cleared for you at the IDIQ level Ordering CO determines-- Satisfies FAR 7.102(a) requiring appropriate consideration of pre- existing contracts No synopsizing or posting solicitations on beta.sam.gov Contract type (allows FFP, T&M, Cost, Hybrids) No FAR 9.1 responsibility determination for each order Evaluation criteria No Determination & Finding (D&F) or Justification & Approval (J&A) required Method of award No EEO compliance for each order Terms & conditions and/or provisions & clauses No Congressional notifications required for each order (agency policy may differ) Economy Act (FAR 17.502-2) does not apply to OASIS TOs Ordering CO must include-- No protests on orders $10M Authority for OASIS: 40 U.S.C. 501 FAR provisions/clauses needing fill-ins by full text All required and applicable FAR matrix clauses automatically apply to each order per contract section I.1 Task Order Clauses Any optional FAR and/or agency specific provisions/clauses needed (e.g., DFARS for DoD) Federal Property & Administrative Services Act

OASIS Overview OASIS contract scope includes, but is not limited to: Core Disciplines Areas of Expertise Contract Features Intelligence, Surveillance, and Reconnaissance Compliance Defense Disaster Energy Research and Development Environment Health Communication Security Transportation Artificial Intelligence Multidisciplinary gov-wide contract for complex professional services requirements Multiple technical areas/mission spaces Maximum flexibility for ancillary support Labor & materials Program management Management Consulting Engineering services Logistics services Scientific services Financial services All types of research & development (R&D) HCaTS DPA Training OASIS DPA Training Other direct costs (ODCs) Unpriced except for sole source T&M orders

OASIS Scope OASIS pools explained OASIS has 3 contract families totaling 19 separate MAC task order contracts Each pool is a separate OASIS MAC task order contract: o OASIS SB seven small business set-aside contract pools (including SDVOSB, WOSB, HubZone) o OASIS 8(a) five 8(a) only Set Aside contract pools o 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) OASIS DPA Training

Identical scope for OASIS-SB, OASIS-U, & OASIS-8(a) pools OASIS Pool NAICS Size Pool 1: Engineering Services, Human Resources Consulting, Environmental Consulting, Scientific and Technical Consulting, and Other Management consulting Services $16.5M Size Standard(SS) NAICS covered by Pool 1 OASIS DPA Training 541211, Offices of Certified Public Accountants 541213, Tax Prep Services 541214, Payroll Services 541219, Other Accounting Services 541720, R&D: Social Sciences & Humanities Pool 2: Financial, Accounting Services, R&D Social Sciences $22M Size Standard 541330 Exception A, Military & Aerospace Equipment 541330 Exception B, Contracts & Subcontracts for Energy Act Services 541330 Exception C, Marine Engineering & Naval Architecture Pool 3: Engineering Exceptions: Military, Marine Engineering, Energy Act $41.5M Size Standard 541713, R&D: Nanotechnology 541714, R&D: Biotechnology (except nanotech) 541715, R&D: Physical, Engineering, Life Sciences (except nano & biotech) 1K Employee Business Size Standard (EBSS) Pool 4: Scientific R&D Pool 5a: Other Aircraft Parts & Auxiliary Equipment R&D 541715 Exception B, R&D: Aircraft Parts & Auxiliary Equipment 1,250 EBSS 541715 Exception C, R&D: Guided Missiles & Space Vehicles, their Propulsion Units, & their Propulsion Units Parts Pool 5b: Space & Missiles R&D 1,250 EBSS Pool 6: Aircraft, Aircraft Engine & Engine Parts R&D 541715 Exception A, R&D: Aircraft, Aircraft Engine, Aircraft Engine Parts 1,500 EBSS

OASIS Contractors Contractor counts for parallel OASIS-SB, OASIS-U, & OASIS-8(a) pools* OASIS Unrestricted Contractors OASIS SB Contractors OASIS 8(a) Pool Contractors OASIS Pool Pool 1: Management Scientific & Technical Services OASIS DPA Training 239 94 96 Pool 2: Financial, Accounting Services, R&D Social Sciences 35 9 33 Pool 3: Engineering Exceptions: Military, Marine Engineering, Energy Act 192 45 80 Pool 4: Scientific R&D 98 12 72 Pool 5a: Other Aircraft Parts and Auxiliary Equipment R&D 22 No 8(a) 20 Pool 5b: Space & Missiles R&D 24 3 22 Pool 6: Aircraft, Aircraft Engine and Engine Parts R&D 40 No 8(a) 34 * Please refer to eLibrary for current pool contractor counts. Numbers reflect end of Jan 6, 2025

Additional OASIS Contract Features 100% 8(a) pools allow for both competitive & sole source (direct) awards o Offer/acceptance with SBA NOT REQUIRED for competitive orders (completed at the IDIQ level) IS REQUIRED for sole source (direct) order awards o Current sole source (direct) order threshold OASIS DPA Training $4.5M $25M Alaska Native Corporation (ANC)/Tribal Owned $100M (DoD Only)-ANC/Tribal Owned/Native Hawaiian Organization (NHO) Minimum/Maximum Order Value o No maximum order value or ceiling limitations o 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 o Experience o Past Performance o Certifications Designed for long periods of use o UR Task orders can be awarded through March 01, 2025 o UR Task order Period of Performance may be through February 28, 2030

How Agencies Use OASIS What can I acquire with an OASIS task order? DO use it for complex requirements: DON T use it for these requirements: 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 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 OASIS DPA Training 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

How Agencies Use OASIS Pool 1 Engineering Services, Human Resources Consulting, Environmental Consulting, Scientific and Technical Consulting, and Other Management consulting Services NAICS 541330 Geophysical Surveying and Mapping Services OASIS DPA Training 541810 Testing Laboratories 541360 541820 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 o 541370 541830 541380 541840 541611 541850 Marketing, Advertising and Public Relations 541612 541860 541613 541870 Social media support services o 541614 541890 Acquisition management support services 541618 541910 SOW & RFP writing services o 541620 541990 Variety of business-related professional services 541690 21 NAICS covered by Pool 1 Program management o Contractor assessment o Contractor intelligence estimates o

How Agencies Use OASIS Pool 2 Financial services, social science R&D NAICS 541211 541213 541214 541219 541720 CPA services o Internal control documentation OASIS DPA Training Accounting Services o Income tax withholdings for locally employed staff o Biweekly payroll R&D on Social Sciences & Humanities o Business research & development o Cognitive research & development o Economic research & development o Psychology research & development Social science research & development Sociological research & development o o

How Agencies Use OASIS Pool 3 Engineering exceptions NAICS 541330 Exception A Exception B Exception C Engineering for military & aerospace equipment & military weapons OASIS DPA Training Engineering services o Program management o Technical expertise Logistics support o Conversion / production / sustainment / upgrades Engineering for marine engineering & naval architecture o Sustainment support services o Mechanical & electrical engineering o Maintenance o Technical & logistical support

How Agencies Use OASIS Pool 4 Scientific R&D NAICS 541713 541714 541715 R&D biotechnology (except nanobiotechnology) OASIS DPA Training Research occurrence of bioweaponry & chemical weapons of delivery through food o Reach-back food protection consultation o Surveillance, prevention, control of foodborne illness o Research & evaluation of food pathogen sampling, transport, & testing capabilities o R&D in physical, engineering & life sciences (except nanotechnology & biotechnology) Clinical research support to medical treatment facility o

How Agencies Use OASIS Pool 5a R&D in other aircraft parts & auxiliary equipment NAICS 541715 Exception B Integration, testing, evaluation, collection & analysis of specialized capabilities OASIS DPA Training Design Implementation of new parts with existing components

How Agencies Use OASIS Pool 5b R&D on guided missiles, space vehicles, & their propulsion components NAICS 541715 Exception C Modeling & simulation OASIS DPA Training Technical advisory & assistance services Technical support requirements o Financial, technical, engineering, & logistical analysis Acquisition logistics planning o Support independent, comprehensive, & systemic reviews

How Agencies Use OASIS Pool 6 R&D in aircraft, aircraft engine, & engine parts NAICS 541715 Exception A Integration, testing, evaluation, collection & analysis of specialized capabilities OASIS DPA Training Testing critical technology areas o Testing & experimentation for integration into existing mission activities o Program management Analysis o Mission planning o Specialized engineering

FAR 16.505 Ordering Process Basic steps for placing orders on OASIS Review the OASIS Ordering Guide & one-page checklist for full instructions 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 OASIS DPA Training Acquisition Planning Develop Solicitation Issue Solicitation Evaluate Proposals Award Task Order Administer Task Order Closeout 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

Ordering Symphony Task Order Management & GSA eBuy OASIS SB & 8(a) OASIS DPA Training Proposals should be received on or before November 1, 2024 OASIS Unrestricted Proposals should be received on or before January 17, 2025

Tools & Resources Market Research Tools Tools & Resources 03 Tools & Resources Tools & Resources Scope reviews, training, online tools, samples, & points of contact to help you find what you need

Online Tools & Resources Solution- Specific Resources General Resources Market Research Tools Links to Bookmark Tools & Resources eLibrary o One Source for GSA contract award information o Location vendor information, POC s o Vendor Contract Officer Ordering Guides & Checklists o OASIS Ordering Guide & One-page Checklist o HCaTS Ordering Guide o MAS Ordering Guide o Blanket Purchase Agreement (BPA) Guidance Contract Awarded Labor Category (CALC) o Library of awarded prices to use in negotiation for labor contracts o Fully burdened, services data, & worldwide rates o Prices Paid data available for certain orders o Assists with preparation of labor portion of IGCE o Index pricing to 640 geographic locations o Leverages OMB s Standard Occupational Classification (SOC) Data & Dashboards o OASIS & HCaTS Dashboard o MAS Dashboard Favorites o FAR 16.505 o Acquisition Document Library o Homepages: OASIS, HCaTS, and Schedules

OASIS Scope Review Support No-cost Value Added Service o Review conducted by team with extensive contracting experience Tools & Resources o Written response provided within 5 business days o Submit Review Request to OASIS Scope Review Request form

OASIS Customer Service Points of Contact o General mailbox: OASIS@gsa.gov Tools & Resources o Training: OASISdpa@gsa.gov o Scope review questions: OASIS@gsa.gov o OASIS Award Notification: oasisawards@gsa.gov

OASIS Customer Service Role of the OASIS PMO Team o Follow up on customer referrals Tools & Resources o Advise on all procurement matters o Problem resolution o Quality control o Communication with customers & contract holders

Appendix 33

Appendix: OASIS Core Disciplines Program Management Services Relating to leading, facilitating, & ensuring strategic planning, implementation, coordination, integration Evaluating programmatic activities & administrative systems Examples: OASIS Appendix 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 Risk management Stakeholder requirements analysis Technical assessment Technical data management Technical planning Threat analysis Vulnerability assessment 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

Appendix: OASIS Core Disciplines Engineering Services Management Consulting Services Service or creative work requiring education, training, & experience in consulting, investigating, evaluating, planning & designing, engineering principles Relating to helping organizations improve performance Analysis of existing organizational problems & development of improvement plans OASIS Appendix Examples: Examples: Business case development support Business process reengineering Change management Concept development & requirements analysis Cost/schedule/performan ce 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 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

Appendix: OASIS Core Disciplines Scientific Services Logistics Services Applying comprehensive scientific & professional knowledge in planning, conducting, evaluating, & managing fundamental research, knowledge enhancement, and/or technology development Management of flow of resources between points of origin & destination Relating to integration of information, transportation, inventory, warehousing, material handling, packaging, security, & other functions OASIS Appendix Examples: 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 Analysis & recommendation of support equipment Deployment logistics Disaster management/ contingency operations Distribution & transportation logistics services Infrastructure services (includes transportation & delivery) 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 Examples: Decision support sciences Engineering sciences Environmental sciences Life sciences Mathematical sciences Physical sciences Psychological sciences Social sciences Integrated logistics support (ILS) ILS technical requirement creation Decision support sciences Engineering sciences Environmental sciences Life sciences Mathematical sciences Physical sciences Psychological sciences Social sciences

Appendix: OASIS Core Disciplines Financial Management Services Planning, directing, monitoring, organizing, & controlling of monetary resources of an organization Service requires education, training, & experience in financial analysis, advising, risk management, & program management Examples: OASIS Appendix 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 Program objective memorandum (pom) creation & documentation Return on investment analysis Safeguarding personal data Should-cost determinations Total ownership cost determination Affordability analysis Analysis of cost alternatives Budget analysis & tracking Business information systems Cost estimating & analysis support Cost performance risk assessments

OASIS Ordering Step 1: Acquisition Planning FAR 16.505 Ordering Process Acquisition Planning Develop Solicitation Issue Solicitation Evaluate Proposals Award Task Order Administer Task Order Closeout Getting Started Determine scope, set- asides, principle NAICS, & TO details Acquisition planning still required per FAR Part 7 Identify principle NAICS code Set-aside order? No ? OASIS Unrestricted OASIS DPA Training Resources Yes ? OASIS Small Business OASIS Ordering Guide o OASIS SB orders may be set-aside for socioeconomic competition per FAR 16.505(b)(2)(i)(F) (e.g., SDVOSB-only competition) OASIS Pools & NAICS o Set-aside for 8(a) Program? OASIS one-page checklist No ? Use any OASIS-SB Pool Yes 8(a) ? Use 8(a)-only Sub-Pools Free pre-solicitation scope reviews Acquisition planning packages

OASIS Ordering Step 2: Solicitation Development FAR 16.505 Ordering Process Develop Solicitation Issue Solicitation Evaluate Proposals Award Task Order Administer Task Order Acquisition Planning Closeout RFP Requirements 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.) OASIS DPA Training Best Practices Use FAR 16.505 terminology Develop clear, concise, precise requests Hold due-diligence or pre-solicitation meetings

OASIS Ordering Step 3: Solicitation Issuance FAR 16.505 Ordering Process Issue Solicitation Develop Solicitation Evaluate Proposals Award Task Order Administer Task Order Acquisition Planning Closeout Post solicitation on eBuy or Symphony to ensure fair opportunity requirements under FAR 16.505(b)(1) Solicitation Release 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 OASIS DPA Training Notes *You may only solicit a requirement from one OASIS Pool at a time (across all vehicles) Use Symphony to initiate a global email to the selected Pool o Check out this short video: Symphony - The Task Order Tool That Works For You. o Important links to note: How to Complete Government Registration To reach OASIS Pool Links, expand the OASIS Contractor & Email Distribution List tab on the OASIS Buyers Guidance page 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 4: Proposal Evaluation FAR 16.505 Ordering Process Evaluate Proposals Develop Solicitation Issue Solicitation Award Task Order Administer Task Order Acquisition Planning Closeout Evaluation Evaluate proposals according to criteria stated in the TO solicitation 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 OASIS DPA Training Best Practices Use streamlined evaluation methodologies: multi- phase, advisory multi- step technique, oral presentations, comparative analyses Award on initial responses Base price analysis on competition

OASIS Ordering Step 5: Award FAR 16.505 Ordering Process Award Task Order Develop Solicitation Issue Solicitation Evaluate Proposals Administer Task Order Acquisition Planning Closeout Post notice of awards not providing for fair opportunity; clear protests; report TO awards in FPDS-NG Award 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 OASIS DPA Training OASIS Task Order Award Information Form 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)