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OASIS Small Business Pool 2Maximizing Compliance and SuccessThis webinar is hosted bySet-Aside Alert
Today’s SpeakersRichard A. Slifer founded RASA in July2005 with a principle mission of providingsales and marketing consulting services tocompanies just entering the federalmarket, or those looking to expand orimprove their approach to the federalmarket. Mr. Slifer has more than 30 yearsof experience in building and managingsuccessful sales, marketing and customerservice teams. Throughout his career, Mr.Slifer has held executive positions in salesand marketing at Northern Telecom, SAICand MCI, where he directed the captureeffort and served as the business managerfor GSA’s highly successfulFTS2001contract that generated morethan 2 billion in revenue.Alliant 2Brian Friel is a leading federal contractsmarket analyst with two decades ofexperience analyzing the business ofgovernment. Prior to launching NationAnalytics in January 2016, Brianpioneered Bloomberg Government'sIDIQ research into more than 1,800multiple-award contract vehicles. Brianbrings a journalist’s eye to the federalbusiness intelligence market. From2003 to 2010, he covered Congress andpublic policy for National Journal andCongressional Quarterly. He helpedlaunch GovExec.com in 1996 and wrotemore than 3,000 articles on executivebranch business and management.
Setting the Scene:GSA Objectives for OASISProgram to meetcurrent andfuture needsNewevaluationand ent
OASIS J.5.1Yes, Knowing Your Score Is Important,But Knowing Your Ranking Is Critical!
What We’ll Cover Today1. Overview of the current OASIS program2. How OASIS is different3. Scoring and selection process4. Full shred of Section L and Section M5. Teaming rules6. Pool qualification7. Relevant experience and past performance8. Accounting, certification and clearance points9. Pricing requirements10. Do's and Don'ts11. Post-award OASIS operations
1. OASIS Program OASIS has generated hundreds of orders– All OASIS and OASIS SB pools have 10.8 billion in orders to date.OASIS SB has hosted just under half of orders, or 4.9 billion.– OASIS SB Pool 2 has only nine primes and exceeds only Pool 5a inorders.OASIS SB PoolOrders to datePool 1 1,256,108,634Pool 2 22,106,490Pool 3 898,826,631Pool 4 549,981,986Pool 5b 807,333,102Pool 6 1,354,804,516TotalAlliant Small Business grew 4,889,161,359Alliant andeven as the federal budgetshrunk and stagnated.
OASIS Timeline July 31, 2013: OASIS RFPs issuedOct. 30, 2013: OASIS Proposals DueFeb. 20, 2014: OASIS SB Awards MadeMay 19, 2014: OASIS Unrestricted Awards MadeJune 20, 2014: OASIS SB Opens for OrdersSeptember 3, 2014: OASIS Unrestricted Opens for OrdersNovember 9, 2016: OASIS SB Pool 2 On-ramp OpensJanuary 10, 2017: OASIS SB Pool 2 On-ramp Proposals DueJan. 2017 – Sept. 2019: First on-ramp periodJune 19, 2019: End of base period for OASIS SBSeptember 2, 2019: End of base period for OASIS UnrestrictedJune 19, 2024: End of option period for OASIS SBSeptember 2, 2024: End of option period for OASIS UnrestrictedJune 19, 2029: Latest expiration date for OASIS SB Task OrdersSeptember 2, 2029: Latest expiration date for OASIS Unrestricted Orders
Current Pool 2 SB Contractors Addx CorporationDaniel Eke & Associates, P.C.DRT Strategies, IncFI Consulting, Inc. dba FI ConsultingFors Marsh Group, LLCHamilton Enterprises, LLC dba Franklin and Turner InternationalMiracle Systems, LLCRM Advisory Services, LLCRuchman and Associates, Inc.8
2. How OASIS is Different Any agency can use it, but it is not a GWAC Pricing competition is at the task order level Pioneered the scorecard methodology Most of DOD has negotiated access fee discounts, as hasDHSAlliant 2 may be more dynamic by allowing refreshment of theprime contractor pool during the life of the contract.
3. Scoring and Selection ProcessElementRelevant Experience Primary NAICS/PSC Projects (Base)Relevant Experience Primary NAICS/PSC Projects (Bonus)MaximumPoints7502,900Relevant Experience Secondary Projects (Agencies)200Relevant Experience Secondary Projects (MA-IDIQ)150Past Performance4,000Accounting Systems1,100Certifications700Facility Clearance200TOTAL10,000
3. Scoring and Selection ProcessAcceptable/Unacceptable ElementsSigned SF-33 and acknowledgement of amendmentsPool qualification and certification (J.3)Two Pool 2 Qualification ProjectsSelf-Scoring Worksheet (J.5)Proposal Checklist (J.4)Professional Employee Compensation PlanUnemployment Overtime PolicySF-1408 (J.6)Meaningful Relationship Commitment Letter or Existing JointVenture, Partnership or CTA Agreement, if applicable
3. Scoring Process The Top 31 Small Businesses Will Win1. Companies submit self scores2. GSA creates preliminary ranking based on self scores3. GSA performs acceptability review.4. GSA reviews documentation to verify all claimed points.5. Offerors re-ranked as non-verified points are deducted.6. GSA stops when it has fully validated offers for 31companies, then ensures it has two SDVOSBs, and threeHUBZones, WOSBs, EDWOSBs7. GSA issues awardsIf GSA hits its maximum awardees before it gets to you, yourproposal will never be read.
4. Section L and M Section L1. L.5.1.1: SF-332. L.5.1.2: Pool Qualification Projects3. L.5.1.3 – L.5.2.2: Required Documents4. L.5.3.1 – L.5.3.2: Relevant Experience Projects (Primary)5. L.5.3.3: Relevant Experience Projects (Secondary)6. L.5.4: Past Performance7. L.5.5: Accounting, Certifications and Clearances8. L.5.6: Cost/PriceL.5.4 depends on L.5.3.1 – L.5.3.2 and vice versa
4. Section L and M Section M1. M.2: Basis for Awards2. M.3: Screening and Evaluation Process3. M.4: Acceptability Review4. M.5: Technical Evaluation (M.5.2 is Past PerformanceScoring Guide)5. M.6: Scoring TablePrint out the M.6 Scoring Table and keep it handy.
5. Teaming Rules There is no teaming at the IDIQ level unless you are biddingas an existing JV or CTA Section 867 of the 2016 National Defense Authorization Actforced GSA to allow small business teaming on newsolicitations On Alliant 2, small businesses could pool their points withproposed subcontractors GSA got around the new requirement by issuing the on-rampas an amendment to the 2013 solicitation.Teams can be formed at the task order level
6. Pool Qualification Can’t pass GO without two qualifying projects– Federal prime contracts or task orders worth at least 150,000on an annualized basis with performance in the past five yearsand at least one full year of performance and at least asatisfactory past performance rating Qualifying NAICS and PSCs––––NAICS 541720 – R&D in Social Sciences and HumanitiesPSCs that start with AB, AE, AF, AL, AM, AQNAICS 541211, 541213, 541214, 541219PSCs R703, R704, R705, R710, R711, R712, R713It’s quite likely you’ll use the two pool qualification projects asrelevant experience (primary) projects as well
7. Relevant Experience and PastPerformance- Relevant Experience and Past Performance are equallyweighted at 4,000 points each- The three to five relevant experience (primary) projects youpick will be scored in the past performance section A primary project has a minimum value of 350 and a maximumvalue of 1,650 FPDS records, award forms and SOWs are key validatingdocuments In projectmost cases,yourwouldhaveto saytheThe bestwouldbecontractinga Group 1officerProjectworth 100millionNAICS or PSC in FPDS is WRONG for you to claim another oneor more on unrestricted or 15 million on small business, for auniquecustomer on a cost-type, MAIDIQ task order in a foreign Secondary projects show multiple agencies and vehicleslocation. That’s 10,000 points.
8. Accounting, Certificationand ClearanceElementPointsApproved purchasing system500Approved billing rates200Earned Value Management System200Acceptable estimating system200CMMI100 or 200ISO 9001200ISO 17025100ISO 14001100AS9100Thebest project would be a Group 1 Project worth 100100millionSee J.P-4 for LET descriptionsormore on unrestricted or 15 million on small business,for aFacility Clearance100 or 200unique customer on a cost-type, MAIDIQ task order in a foreignlocation. That’s 10,000 points.
9. Cost/Pricing Not a scored element– Evaluated during acceptability review Key points– Rates should fall within the provided ranges to be deemed fairand reasonable– Rates will only matter for sole source T&M and Labor Hourorders– Task order competition will determine rates– No OASIS bidders in 2014 were tossed because of rates. Stay inthe ranges.GSA gives you the answer key in J.2
10. Do’s and Don’ts Do– Be 100% compliant.– For projects, FPDS validated projects are better than nonvalidated projects, all points being equal.– Review all your projects in the dollar thresholds for potentialinclusion– Watch for and acknowledge all amendments
10. Do’s and Don’ts Don’ts– Don’t try to use subcontracts for PSC or LET projects– Don’t forget that this is all about points– Don’t leave points off the table by being cautious– Don’t team– Don’t just use your normal proposal process. This is a differentball gameMost HCaTS offers were thrown out due to compliance issues.
11. Post-award operations Teaming and Pricing Task Order Transparency On-Ramps Participation and production standards (Off-Ramps)
Q&A Please submit your questions now. If we don’t get to your question during the remainder of thewebinar, we will send you a direct answer afterward.
How RASA and ONA can help you Maximizing your acquisition score and ranking for award Structure your relevant experience to key product, service and agencyareas Strengthen your SWOT analysis Increase your chance of winning task ordersCall us today to hear about our OASIS-specific program.410-971-9725 or inquiries@RASAConsulting.net
RASA Analysis ApproachAnalysis for aninformed bid/no bidOur AnalysisPartner-One NationAnalyticsScore EnhancementRecommendationsOur ValueProposition—OASISValidation ofbidding strategyIndependent SWOTanalysisCompetitiveintelligence oncompetitors scorepotential
How We RankedSource Datacleansing andcategorizationRelevantexperienceanalysisBonus pointsassessmentSecondary projectscoresCertifications andclearances h500 withrelevantexperienceQuality reviewOngoing monitoringand analysis of GSAactions200 in the runningOASIS Client and CompetitiveBusiness Rankings
–OASIS SB Pool 2 has only nine primes and exceeds only Pool 5a in orders. Alliant and Alliant Small Business grew even as the federal budget shrunk and stagnated. OASIS SB Pool Orders to date Pool 1 1,256,108,634 Pool 2 22,106,490 Pool 3 898,826,631 Pool 4 549,981,986 Pool 5b 807,333,102 Pool 6 1,354,804,516 Total 4,889,161,359
