To Bid or Not to Bid:
Overview of GSA’s OASIS and
OASIS SB Solicitations
August 6, 2013
Presented By:
Jennifer Aubel
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Agenda
•
•
•
•
Overview of GSA OASIS Contract Vehicle
OASIS Unrestricted vs. OASIS Small Business
Evaluation and Award Criteria
Relevant Experience and Past Performance
Requirements
• Contractor Systems, Compliance, and
Certification Requirements
• Pricing Proposal Requirements
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Slide: 2
Overview of GSA OASIS
Contract Vehicle
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Slide: 3
What is OASIS?
• Multiple award contract for complex, integrated
professional services ($78B federal market)
• OASIS is the unrestricted contract, open to
businesses of all size
• OASIS SB is a total set-aside for small business
• Five-year base with one five-year option
• $2500 guaranteed minimum, no ceiling
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Slide: 4
What is OASIS?
• First government-wide “hybrid” contract for
commercial and non-commercial services
• Allows for any contract type at the task order
level (FFP, T&M/L-H, and cost reimbursement)
SEGMENTATION OF PROFESSIONAL SERVICES BY
CONTRACT TYPE ($B)
$11.59
15%
$1.84
2%
2011
$30.10
39%
Fixed Price
Cost
Time-and Materials
$34.22
44%
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Other
Slide: 5
OASIS – Fiction vs. Fact
Fiction
Fact
• OASIS is a new GSA
• OASIS is for commercial and nonSchedule and you must
commercial services and any
have GSA Schedule to bid
qualified contractor can bid
• OASIS is a Government
• OASIS is a Multiple Award,
Wide Acquisition
Indefinite Delivery Indefinite
Contract (GWAC) for IT
Quantity (MA-IDIQ) contract for
products and services
complex, integrated professional
services (IT products and services
can only be ancillary)
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Slide: 6
OASIS Fiction vs. Fact
Fiction
Fact
• I’d better start pulling my
team together to bid…
• Teaming is not allowed in the
proposal for the master
contract
• Teaming is encouraged at task
order level and
subcontracting goals are
aggressive
• Companies cannot buy onto
OASIS; acquisition
freezes the acquired
company’s contract
• If I don’t win OASIS, there
is no way for my company
to get in on all this
potential work
• If I don’t win OASIS, my
company should acquire
an OASIS SB holder
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Slide: 7
Important OASIS Dates
• Solicitation questions must be submitted to
[email protected] NLT 4:00pm CST 8/20/13
• Offers must be received NLT 4:00pm CST on
Tuesday, September 17th
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Slide: 8
OASIS Awards
• GSA will issue awards to at least the Top 40 scoring
offerors per pool on OASIS and OASIS SB (except Pools
5A and 5B, which will have 20 each)
• Additional awards may be made on OASIS SB to
ensure adequate competition for socio-economic setasides (8(a), HUBZone, SDVOSB, WOSB, and EDWOSB)
at the task order level
• In each pool, at least three awards per socioeconomic category are required to meet set-aside
competition rules
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Slide: 9
OASIS Program Architecture
Scientific
Operations and
Maintenance
Financial Management
Implementation
Logistics
Test and Evaluation
Engineering
Acquisition
Research and
Development
Management Consulting
Requirements
Analysis
Concept
Development
Planning
Program Management
All Lifecycle Phases
CORE DISCIPLINES:
ALL MISSION SPACES AND AREAS OF EXPERTISE
ANCILLARY SUPPORT SERVICES AND PRODUCTS
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Slide: 10
OASIS Core Disciplines
1. Project Management
–
Acquisition support, regulatory compliance,
counterintelligence support, manpower estimating
2. Management Consulting
–
Change management, strategy development, strategic
forecasting, social media consulting
3. Engineering
–
Configuration management, prototyping, energy services,
environmental consulting and remediation
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Slide: 11
OASIS Core Disciplines
4. Logistics
–
Life cycle sustainment, supply chain management,
disaster management, security
5. Financial Management
–
Budget analysis, grant management, fraud detection,
should-cost determinations, ROI analysis
6. Scientific
–
Physical sciences, mathematics, psychological sciences,
social sciences, environmental sciences
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Slide: 12
OASIS Mission Spaces
1. Protection and Defense
– Departments of Defense, Homeland Security,
Justice, and State; CIA, FBI
2. Quality of Life
– Departments of Education, HHS, Veterans Affairs,
and HUD; USAID, NASA, Peace Corps
3. Commerce
– Departments of Commerce, Treasury, Labor, and
Transportation; GSA, SBA, SSA, SEC, Federal
Reserve
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Slide: 13
OASIS Mission Spaces
4. Natural Resources
– Departments of Interior, Agriculture, and Energy;
EPA, Nuclear Regulatory Commission
5. Other
– All other entities covered under ADM4800.2G,
Eligibility to use GSA Sources And Supply
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Slide: 14
Corporate Structure and
“Meaningful Relationship”
Offeror can take credit for relevant experience project, system, or
certification from a parent company, affiliate, division, and/or subsidiary so
long as there is a meaningful relationship between the parties, which
exists when at least one of the following conditions is met:
• An entity is a wholly owned subsidiary of a parent organization
• An entity is a parent of a wholly owned subsidiary
• Entities operate under a single internal operational unit, a consolidated
accounting system, a consolidated purchasing system, a consolidated
human resources or personnel system, AND/OR common policy and
corporate guidelines
• Operating structure between the entities includes internal
organizational reporting lines and management chains for
“lines of business” that operate across the formal corporate
subsidiaries
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Slide: 15
Meaningful Relationship
• Only one offer may be submitted by a corporate
structure. Offerors may not share experience
references, systems, certifications, or any other
proposal element with a different Offeror.
• Offeror must submit a “Meaningful Relationship
Commitment Letter” and documentation supporting
the relationship for each shared resource
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Slide: 16
OASIS Unrestricted vs. OASIS SB
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Slide: 17
Determining Business Size on OASIS
• OASIS uses unique methodology to determine
size status based on seven “NAICS Code Pools”
• Each pool will be its own contract
• Companies can potentially be eligible to bid
on both OASIS and OASIS SB, depending on
which pools they qualify for
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Slide: 18
OASIS NAICS Code Pools (Revenue)
POOL 1 ($14M Business Size Standard)
NAICS
541330
541360
541370
541380
541611
541612
541613
541614
541618
541620
541690
541810
541820
541830
541840
541850
541860
541870
541890
541910
541990
NAICS TITLE
Engineering Services
Geophysical Surveying and Mapping Services
Surveying And Mapping (Except Geophysical) Services
Testing Laboratories
Administrative Management and General Management Consulting Services
Human Resources and Executive Search Consulting Services
Marketing Consulting Services
Process, Physical Distribution, and Logistics Consulting Services
Other Management Consulting Services
Environmental Consulting Services
Other Scientific and Technical Consulting Services
Advertising Agencies
Public Relations Agencies
Media Buying Agencies
Media Representatives
Outdoor Advertising
Direct Mail Advertising
Advertising Material Distribution Services
Other Services Related to Advertising
Marketing Research and Public Opinion Polling
All Other Professional, Scientific, and Technical Services
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Slide: 19
OASIS NAICS Code Pools (Revenue)
POOL 2
($19M Business Size Standard)
NAICS CODE NAICS TITLE
541211
Offices of Certified Public Accountants
541213
Tax Preparation Services
541214
Payroll Services
541219
Other Accounting Services
Research and Development in the Social Sciences and
541720
Humanities
POOL 3
($35.5M Business Size Standard)
NAICS CODE NAICS TITLE
541330
Military and Aerospace Equipment and Military Weapons
Exception A
541330
Contracts and Subcontracts for Engineering Services Awarded
Exception B Under the National Energy Policy Act of 1992
541330
Marine Engineering and Naval Architecture
Exception C
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Slide: 20
OASIS NAICS Code Pools (Employees)
POOL 4
(500 Employees Business Size Standard)
NAICS CODE NAICS TITLE
541711
Research and Development in Biotechnology
Research and Development in the Physical, Engineering, and Life Sciences
541712
(except Biotechnology)
POOL 5A
(1,000 Employees Business Size Standard)
NAICS CODE NAICS TITLE
541712
Aircraft Parts, and Auxiliary Equipment, and Aircraft Engine Parts
Exception B
POOL 5B
(1,000 Employees Business Size Standard)
NAICS CODE NAICS TITLE
541712
Space Vehicles and Guided Missiles, their Propulsion Units, their Propulsion
Exception C Units Parts, and their Auxiliary Equipment and Parts
POOL 6
(1,500 Employees Business Size Standard)
NAICS CODE NAICS TITLE
541712
Aircraft
Exception A
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Slide: 21
OASIS Subcontracting Plans
• Subcontracting plan is required for all OASIS
bidders; plan is recommended for OASIS SB
bidders who hope to on-ramp to OASIS
Business Category
Subcontracting
Goal
Small Business
50.0%
Small Disadvantaged Business (SDB)
5.0%
Woman-owned Small Business (WOSB)
5.0%
HUBZone Small Business (HUBZone)
3.0%
Veteran-Owned Small Business (VOSB)
3.0%
Service Disabled Veteran-Owned Small
Business (SDVOSB)
3.0%
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OASIS SB
23.0%
Slide: 22
Evaluation and Award Criteria
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Slide: 23
Evaluation Criteria
• Best value basis for awards will be determined
by the Highest Technically Rated offerors with
a Fair and Reasonable Price
• OASIS evaluation methodology consists of
pass/fail criteria along with 10,000 possible
points awarded for relevant experience, past
performance, and systems.
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Slide: 24
Evaluation Points
• Evaluation points are not awarded for
meeting the minimum requirements, only for
exceeding them
• Contractors must be strategic when choosing
relevant experience projects in order to
maximize potential score
• Fair and reasonable pricing is evaluated on a
pass/fail basis; no points for pricing
proposal
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Slide: 25
OASIS Offer Format
•
•
•
•
•
Volume 1 – General (Pass/Fail)
Volume 2 – Responsibility (Pass/Fail)
Volume 3 – Experience (40% of total points)
Volume 4 – Past Performance (40% of total points)
Volume 5 – Systems, Certifications, and
Clearances (20% of total points)
• Volume 6 – Pricing Proposal (Pass/Fail)
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Slide: 26
NEW
Volume 1 – General
• Pool application and qualification projects
• Offeror must provide contract documentation
supporting performance under NAICS codes
associated with the pools selected
– OASIS SB: Two (2) projects per pool
– OASIS: Three (3) projects per pool
• Completed within past 5 years or ongoing with
at least base year complete
• Past performance must average at least 3.0
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Slide: 27
Volume 2 – Responsibility
• GSA is requiring offerors to submit form GS527 to determine financial responsibility
– Positive net income
– Adequate line of available credit
– Retained earnings
– Positive debt to equity ratio
– Positive Duns & Bradstreet report
– Additional bank and credit references may be
required
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Slide: 28
Relevant Experience and Past
Performance Requirements
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Slide: 29
Volume 3 – Relevant Experience
Relevant Experience requirement is now divided
into two sections:
1. Primary Projects (mandatory)
2. Secondary Projects (optional) – used to support
performance on Multiple Award Contracts and
experience in different Mission Spaces
 Projects can overlap, but must be fully documented
in each section
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Slide: 30
Primary Projects –
Requirements for Both Contracts
• Five distinct relevant experience projects; can
be commercial or federal
– Note: Five total projects, not 5 per pool
• One of the five can be a collection of orders
under BPA/IDIQ
– No more than six task orders total
• Projects completed within the past 5 years or
ongoing with at least base year completed
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Slide: 31
Specific Primary Project
Requirements by Contract
OASIS
OASIS SB
• Performance and/or
integration of 4 of the 6
core disciplines
• Each contract’s annual value
must be at least $3.0M
• Combined value of the
projects must be ≥$25.0M
• Performance and/or
integration of 3 of the 6
core disciplines
• Each contract’s annual value
must be at least $750K
• No minimum combined
value
Again, no points are awarded for meeting
the minimum pass/fail requirements.
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Slide: 32
Scoring Points on Primary Projects
• Contract value exceeds required minimum
– $2.0M, $4.0M and $6.0M for Small Business
– $5.0M, $10M, $20M and $50M for Unrestricted
• Integration of additional core disciplines
• Relevant experience reported against OASIS
NAICS Code(s)
• Contracts performed in multiple locations
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Slide: 33
Scoring Points on Primary Projects
• Projects utilizing subcontractors
– At least 3 subcontractors for Small Business
– At least 4 subcontractors for Unrestricted
• Project is cost-reimbursement contract (≤2)
• Project involves ancillary support products
• Project performed OCONUS (≤2)
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Slide: 34
Secondary Projects – Mission Spaces
• Offeror may submit the award documentation
for up to 5 federal projects to demonstrate
performance across different mission spaces
• Project value must exceed the Simplified
Acquisition Threshold ($150K)
• Project must have been completed within the
past 5 years or be ongoing
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Slide: 35
Secondary Projects –
Multiple Award Contracts
• Offeror may submit award documentation
from the last five years to support experience
with Multiple Award Contracts (MACs)
• GSA Schedule task orders do not count, but
GSA Schedule BPAs with calls do
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Slide: 36
Secondary Projects –
Multiple Award Contracts
Points awarded at the following levels:
• Two Multiple Award Contracts with…
– OASIS SB ≥ 5 total task order (≥ 2 per MAC)
– OASIS ≥ 10 total task orders (≥ 3 per MAC)
• Five Multiple Award Contracts with…
– OASIS SB ≥ 10 total task order (≥ 2 per MAC)
– OASIS ≥ 25 total task orders (≥ 3 per MAC)
• Ten Multiple Award Contracts with…
– OASIS SB ≥ 20 total task order (≥ 2 per MAC)
– OASIS ≥ 50 total task orders (≥ 3 per MAC)
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Slide: 37
Volume 4 – Past Performance
• Past performance data comes from the five
relevant experience projects
• Overall past performance average score across all
ratings must be ≥3.0
• Past performance evaluations for federal projects
obtained from Past Performance Information
Retrieval System (PPIRS) or Award Fee
Determination
• Submit Past Performance Rating Form for federal
contracts not in PPIRS and all non-federal
contracts
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Slide: 38
Meeting Small Business Goals
• Applies to relevant experience on the
Unrestricted contract ONLY
• Offerors must submit the most recent
approved Individual Subcontract Report (ISR)
for each project with a subcontracting plan
• Points are awarded for all projects that meet
or exceed their total subcontracting goals
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Slide: 39
Contractor System, Certification and
Clearance Requirements
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Slide: 40
Volume 1 – Required System
• ONLY required system for OASIS and OASIS SB
bidders is an adequate accounting system
• Accounting systems must be approved or
approvable by DCAA or a Cognizant Federal
Agency (CFA)
• All offerors must submit a completed SF 1408,
Modified Pre-Award Survey
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Slide: 41
Volume 1 – Required System
• GSA will provide DCAA the SF 1408 document
and the Offeror’s attached recent audit
report(s), if audited
• DCAA will schedule necessary audits of the
Offeror’s Accounting System prior to award
• Consider third-party system review before
bidding if your system is not approved to
ensure that it is approvable
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Slide: 42
Volume 5 – Scoring Points on Systems
The following systems are not required, but earn
evaluation points. Systems must be maintained
for the life of the contract.
• Acceptable Estimating System
• Approved Purchasing System
• Earned Value Management System (EVMS)
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Slide: 43
Certifications and Clearances
The following certifications and clearances are
not required, but earn evaluation points. All
must be maintained for the life of the contract.
• Forward Pricing Rate Agreement (FPRA)
• ISO 9001:2008, ISO 17025, and/or ISO
14001:2004 Certification
• ASI9100 Certification
• CMMI Maturity Level
• Employee and Facility Security Clearances
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Slide: 44
Volume 6 – Pricing Proposal
Requirements
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Slide: 45
OASIS Standardized Labor Categories
• OASIS utilizes standardized labor category
titles and descriptions based on the Office of
Management and Budget’s (OMB) Standard
Occupation Classifications (SOC)
• Compensation data per SOC is maintained by
the Bureau of Labor Statistics and forms the
basis for the labor rate ranges in the RFP
• Labor rate ranges are for pay rates and are
unburdened
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Slide: 46
OASIS Standardized Labor Categories
• Utilizes 104 different labor categories over 26 broad
service groupings
• Category leveling is as follows:
1.
2.
3.
4.
Junior: <3 yrs experience, BA/BS
Journeyman: 3-10 yrs experience, BA/BS or MA/MS
Senior: >10 yrs experience, MA/MS
Subject Matter Expert
• Education and experience substitution methodology
included in Solicitation
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Slide: 47
Direct Labor Rate Range, Example
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Slide: 48
Calculating OASIS Ceiling Rates
• Labor rate ranges provided are pay rates and
unburdened; offerors must add their indirect rates and
profit using the format provided by GSA
• GSA recommends basing ceiling rate calculations on
highest paid, most qualified employee in each category
• Offerors encouraged to propose direct labor rate for
each labor category within ranges provided
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Slide: 49
Calculating OASIS Ceiling Rates
• Rate will not be considered fair and reasonable
and offeror must provide clear and convincing
rationale to support:
– Proposed direct labor rates outside range
– Indirect rates not generated by your acceptable
accounting system
– Proposed fee exceeding 7.0%
• Contract escalation factor based on the prior
three years’ annual average of the BLS
Economic Cost Index (ECI) – 2.13%
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Slide: 50
Pricing Under OASIS Task Orders
• Ordering Contracting Officer (OCO) will have a
lot of discretion on rates at the task order level
• Pricing proposal generates ceiling rates that will
apply to time and materials/labor hour
(T&M/LH) task orders without adequate
competition only
• Proposed ceiling rates do not apply to fixedprice, cost-reimbursement, or T&M/LH task
orders with adequate price competition
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Slide: 51
Questions?
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Slide: 52
Aronson’s Government-Focused Blog
www.aronsonblogs.com/gcsg
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Slide: 53
About Aronson LLC
•
•
•
•
•
•
Multi-disciplined professionals focused
on Government and Technology Services
Team of professionals dedicated to GSA
Schedules provides a one-stop solution
for GSA Schedule contracting
Lead you through the process of
identifying, obtaining and maintaining a
GSA Schedule contract that is best suited
to achieve your specific goals
Premier GSA Schedule Services advisor
Proven track record helping companies
achieve their government contracting
goals
Ranked #4 in INSIDE Public Accounting’s
2012 “Best of the Best”
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Slide: 54
Jennifer N. Aubel,
Managing Consultant
Jennifer Aubel is a Managing Consultant in Aronson LLC’s Government Contract
Consulting Group. She is responsible for leading clients successfully through the GSA
lifecycle, from obtaining a new GSA Schedule contract through administering ongoing
contracts. She works closely with clients to custom-tailor GSA Schedule solutions that
meet current and future organizational needs by developing scope and pricing strategies,
maintaining contract compliance, providing audit support, and improving the
profitability and versatility of the GSA Schedule contract.
Ms. Aubel has over fifteen years experience in the Federal Contracting market, working
for industry and as a consultant to GSA Schedule contract holders. She is a member of
the National Contract Management Association (NCMA) and is the Vice President of
Programs for the Washington, DC Chapter. Prior to joining Aronson, she managed a
multi-million dollar GSA program with six GSA Schedule contracts and more than 10,000
contract line items. She has also managed a team that developed and delivered
specialized training on the GSA Schedules Program to small businesses
across the country.
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Slide: 55
Contact Information
Jennifer Aubel
Managing Consultant
Aronson LLC
805 King Farm Boulevard, Suite 300
Rockville, MD 20850
[email protected]
Direct: (301) 231-6253
Connect with me on LinkedIn!
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Slide: 56
Appendix A: OASIS Scoring System
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Slide: 57
Appendix A: OASIS Scoring System
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Appendix A: OASIS Scoring System
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Slide: 59
Appendix A: OASIS Scoring System
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Slide: 60
Appendix B: OASIS SB Scoring System
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Slide: 61
Appendix B: OASIS SB Scoring System
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Slide: 62
Appendix B: OASIS SB Scoring System
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Appendix B: OASIS SB Scoring System
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