OASIS Small Business Pool 2Maximizing Compliance and Success

This webinar is hosted by

Set-Aside Alert

Alliant 2

Richard A. Slifer founded RASA in July 2005 with a principle mission of providing sales and marketing consulting services to companies just entering the federal market, or those looking to expand or improve their approach to the federal market. Mr. Slifer has more than 30 years of experience in building and managing successful sales, marketing and customer service teams. Throughout his career, Mr. Slifer has held executive positions in sales and marketing at Northern Telecom, SAIC and MCI, where he directed the capture effort and served as the business manager for GSA’s highly successful FTS2001contract that generated more than $2 billion in revenue.

Brian Friel is a leading federal contracts market analyst with two decades of experience analyzing the business of government. Prior to launching Nation Analytics in January 2016, Brian pioneered Bloomberg Government's IDIQ research into more than 1,800 multiple-award contract vehicles. Brian brings a journalist’s eye to the federal business intelligence market. From 2003 to 2010, he covered Congress and public policy for National Journal and Congressional Quarterly. He helped launch GovExec.com in 1996 and wrote more than 3,000 articles on executive branch business and management.

Today’s Speakers

Setting the Scene: GSA Objectives for OASIS

Category Management

New evaluation and award

criteria

Program to meet current and future needs

Better qualified bidders

OASIS J.5.1

Yes, Knowing Your Score Is Important,But Knowing Your Ranking Is Critical!

What We’ll Cover Today

1. Overview of the current OASIS program

2. How OASIS is different

3. Scoring and selection process

4. Full shred of Section L and Section M

5. Teaming rules

6. Pool qualification

7. Relevant experience and past performance

8. Accounting, certification and clearance points

9. Pricing requirements

10. Do's and Don'ts

11. 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 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 $22,106,490Pool 3 $898,826,631Pool 4 $549,981,986Pool 5b $807,333,102Pool 6 $1,354,804,516

Total $4,889,161,359

OASIS Timeline

• July 31, 2013: OASIS RFPs issued

• Oct. 30, 2013: OASIS Proposals Due

• Feb. 20, 2014: OASIS SB Awards Made

• May 19, 2014: OASIS Unrestricted Awards Made

• June 20, 2014: OASIS SB Opens for Orders

• September 3, 2014: OASIS Unrestricted Opens for Orders

• November 9, 2016: OASIS SB Pool 2 On-ramp Opens

• January 10, 2017: OASIS SB Pool 2 On-ramp Proposals Due

• Jan. 2017 – Sept. 2019: First on-ramp period

• June 19, 2019: End of base period for OASIS SB

• September 2, 2019: End of base period for OASIS Unrestricted

• June 19, 2024: End of option period for OASIS SB

• September 2, 2024: End of option period for OASIS Unrestricted

• June 19, 2029: Latest expiration date for OASIS SB Task Orders

• September 2, 2029: Latest expiration date for OASIS Unrestricted Orders

Current Pool 2 SB Contractors

• Addx Corporation

• Daniel Eke & Associates, P.C.

• DRT Strategies, Inc

• FI Consulting, Inc. dba FI Consulting

• Fors Marsh Group, LLC

• Hamilton Enterprises, LLC dba Franklin and Turner International

• Miracle Systems, LLC

• RM Advisory Services, LLC

• Ruchman 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 has

DHS

Alliant 2 may be more dynamic by allowing refreshment of the prime contractor pool during the life of the contract.

3. Scoring and Selection Process

Element Maximum Points

Relevant Experience Primary NAICS/PSC Projects (Base) 750

Relevant Experience Primary NAICS/PSC Projects (Bonus) 2,900

Relevant Experience Secondary Projects (Agencies) 200

Relevant Experience Secondary Projects (MA-IDIQ) 150

Past Performance 4,000

Accounting Systems 1,100

Certifications 700

Facility Clearance 200

TOTAL 10,000

3. Scoring and Selection Process

Acceptable/Unacceptable Elements

Signed SF-33 and acknowledgement of amendments

Pool qualification and certification (J.3)

Two Pool 2 Qualification Projects

Self-Scoring Worksheet (J.5)

Proposal Checklist (J.4)

Professional Employee Compensation Plan

Unemployment Overtime Policy

SF-1408 (J.6)

Meaningful Relationship Commitment Letter or Existing Joint Venture, Partnership or CTA Agreement, if applicable

3. Scoring Process

• The Top 31 Small Businesses Will Win

1. Companies submit self scores

2. GSA creates preliminary ranking based on self scores

3. 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 31 companies, then ensures it has two SDVOSBs, and three HUBZones, WOSBs, EDWOSBs

7. GSA issues awards

If GSA hits its maximum awardees before it gets to you, your proposal will never be read.

4. Section L and M

• Section L

1. L.5.1.1: SF-33

2. L.5.1.2: Pool Qualification Projects

3. L.5.1.3 – L.5.2.2: Required Documents

4. 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 Performance

7. L.5.5: Accounting, Certifications and Clearances

8. L.5.6: Cost/Price

L.5.4 depends on L.5.3.1 – L.5.3.2 and vice versa

4. Section L and M

• Section M

1. M.2: Basis for Awards

2. M.3: Screening and Evaluation Process

3. M.4: Acceptability Review

4. M.5: Technical Evaluation (M.5.2 is Past Performance Scoring Guide)

5. M.6: Scoring Table

Print out the M.6 Scoring Table and keep it handy.

5. Teaming Rules

• There is no teaming at the IDIQ level unless you are bidding as an existing JV or CTA

• Section 867 of the 2016 National Defense Authorization Act forced GSA to allow small business teaming on new solicitations

• On Alliant 2, small businesses could pool their points with proposed subcontractors

• GSA got around the new requirement by issuing the on-ramp as 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 $150,000 on an annualized basis with performance in the past five years and at least one full year of performance and at least a satisfactory past performance rating

• Qualifying NAICS and PSCs

– NAICS 541720 – R&D in Social Sciences and Humanities

– PSCs that start with AB, AE, AF, AL, AM, AQ

– NAICS 541211, 541213, 541214, 541219

– PSCs R703, R704, R705, R710, R711, R712, R713

It’s quite likely you’ll use the two pool qualification projects as relevant experience (primary) projects as well

7. Relevant Experience and Past Performance

The best project would be a Group 1 Project worth $100 million or more on unrestricted or $15 million on small business, for a unique customer on a cost-type, MAIDIQ task order in a foreign location. That’s 10,000 points.

- Relevant Experience and Past Performance are equally weighted at 4,000 points each

- The three to five relevant experience (primary) projects you pick will be scored in the past performance section

• A primary project has a minimum value of 350 and a maximum value of 1,650

• FPDS records, award forms and SOWs are key validating documents

• In most cases, your contracting officer would have to say the NAICS or PSC in FPDS is WRONG for you to claim another one

• Secondary projects show multiple agencies and vehicles

8. Accounting, Certification and Clearance

The best project would be a Group 1 Project worth $100 million or more on unrestricted or $15 million on small business, for a unique customer on a cost-type, MAIDIQ task order in a foreign location. That’s 10,000 points.

See J.P-4 for LET descriptions

Element Points

Approved purchasing system 500

Approved billing rates 200

Earned Value Management System 200

Acceptable estimating system 200

CMMI 100 or 200

ISO 9001 200

ISO 17025 100

ISO 14001 100

AS9100 100

Facility Clearance 100 or 200

9. Cost/Pricing

• Not a scored element

– Evaluated during acceptability review

• Key points

– Rates should fall within the provided ranges to be deemed fair and reasonable

– Rates will only matter for sole source T&M and Labor Hour orders

– Task order competition will determine rates

– No OASIS bidders in 2014 were tossed because of rates. Stay in the 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 non-validated projects, all points being equal.

– Review all your projects in the dollar thresholds for potential inclusion

– 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 different ball game

Most 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 the webinar, 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 agency areas

• Strengthen your SWOT analysis

• Increase your chance of winning task orders

Call us today to hear about our OASIS-specific program.

410-971-9725 or inquiries@RASAConsulting.net

RASA Analysis Approach

Analysis for an informed bid/no bid

Score Enhancement Recommendations

Independent SWOT analysis

Competitive intelligence on

competitors score potential

Validation of bidding strategy

Our Analysis Partner-One Nation

Analytics

Our Value Proposition—

OASIS

How We Ranked

OASIS Client and Competitive Business Rankings

Primary Source

Research

Federal Contracts

Data

GSA Evaluation

Criteria

20,000 registered

small businesses

500 with relevant experience

200 in the running

Source Data cleansing and categorization

Relevant experience analysis

Bonus points assessment

Secondary project scores

Certifications and clearances research

Quality review

Ongoing monitoring and analysis of GSA

actions