Please review the below process to have a successful experience with Symphony for OASIShttps://oasis.app.cloud.gov/ The steps for conducting Market Research to create a Request for Information (RFI) require these details.
Step 1. Start the Request
From Quick Actions:
- Click Conduct Market Research.
- Select the Contract Vehicle.
Step 2. Enter the Title
Enter your Market Research title and click Save. Follow the left navigation menu to complete the order.
Step 3. Add Points of Contact
Add Contact Information for the Ordering Contracting Officer (OCO) and the Contracting Specialist (CS). When adding your Points of Contact follow the prompts.
- Click the +Add button.
- If you would like to assign someone else who is already a registered user in Symphony, enter the name of the person you wish to INVITE. The suggestion box will search for a user as you type.
- Save or Cancel your changes.
Step 4. Select Contract Types
Symphony presents the Contract Types available. Select the Contract Type(s) that apply to your market research if needed.
Step 5. Set the Order Processing Schedule
Set the parameters for the Symphony scheduler. Parameters are:
- Release Date if supported.
- Question Period if applicable.
- Submission Deadline for proposals.
Step 6. Choose the Fair Opportunity
Filter the Contract Holders by Pools and SBA designations to select contractors for your market research. You must choose at least one Contract Holder. If there is an Exception to Fair Opportunity, use the link to provide your Fair Opportunity Exception Justification.
Step 8. Review Documents
You can access the document library at any time to see what documents exist. Confirm that your files are in the appropriate folders for visibility. Return to the attachments tab to make changes.
Step 10. Track the Approval History
You can see the history of your Market Research in the Approval History tab. If you still need help, please contact us.