Mixon Management
SDVOSB · OASIS+ Capture Support
OASIS+ MAC · Domain Capture Self-Score
Financial Services Domain
Set-Aside Scorecard
Self-scoring worksheet for the OASIS+ Financial Services (FS) domain under any small-business or socioeconomic set-aside (SB, WOSB, 8(a), SDVOSB, or HUBZone — the matrix is identical across them). Enter up to five Qualifying Projects and toggle each credit as you confirm it.
Domain: Financial Services (FS)
Pool: Small Business / Socioeconomic Set-Aside
Min QP value: $500K avg/yr
Qualify at: ≥ 36 / 50
0/50
0qualification threshold = 3650
needs 36
SHORT BY 36
SHORT BY 36
Informational only. Final qualification depends on FPDS codes, J.P-3 verifications, and documentary evidence per the RFP. This worksheet is a planning estimate to drive capture decisions.
QP
Qualifying Projects
5 projects · QP-level itemsRelevance check — FS auto-relevant codes
NAICS (any one)
541211 Offices of CPAs ★541213/214/219 Tax · Payroll · Other Accounting522320/390 Financial Transactions Processing · Credit Intermediation531210/320/390 Real Estate Agents · Appraisers · Other RE561440/450 Collection Agencies · Credit BureausPSC (any one)
R703 AccountingR704 AuditingR705 BudgetingR710 Financial ManagementR711 Logistics SupportR411 Real Property ManagementR611 Acquisition/Procurement ReviewsB507 Cost/Benefit AnalysesA QP earns Relevance (and becomes eligible for Past Performance) only with one of these codes in FPDS or a signed J.P-3 verification. ★ marks the workhorse codes for this domain.
PP
Past Performance
L.5.6 · max 3How many Relevant QPs carry a Positive Past-Performance rating (> 3.0 / 5)?
Satisfactory, neutral, or non-relevant ratings earn nothing. Fewer than three positive ratings = zero past-performance credit.
⚠Below the 3-rating floor — this category contributes 0 credits.
FEP+
Company-Level Factors
FEP & corporate creditsHow to use this worksheet
Enter each QP's name (optional), toggle the credits as you confirm them with the offeror, and watch the running total. Caps are applied per category. For subcontract QPs, score Scale on the subcontractor's own value/FTEs, not the prime total, and expect to verify relevance and past performance by signed form rather than FPDS/CPARS. The Federal Prime Contractor Experience (FEP) credits require prime federal contracts.
Want this scored against your actual portfolio?
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OASIS+ capture and proposal support from a senior practitioner with twenty-plus years of federal BD and a Shipley-aligned process. No obligation, no pitch deck.
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