Mixon Management
SDVOSB · OASIS+ Capture Support
OASIS+ MAC · Domain Capture Self-Score
Management & Advisory Domain
Set-Aside Scorecard
Self-scoring worksheet for the OASIS+ Management & Advisory (M&A) 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: Management & Advisory (M&A)
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 — M&A auto-relevant codes
NAICS (any one)
541611 Admin/General Management Consulting541612 Human Resources Consulting541613 Marketing Consulting541618 Other Management ConsultingPSC (any one)
R408 Program Management/Support ★R407 Program Evaluation ServicesR410 Program Evaluation/Review/DevelopmentR405 Operations Research/Quantitative AnalysisR406 Policy Review/DevelopmentR422 Market Research/Public OpinionR426 CommunicationsR707 Contract/Procurement/Acquisition SupportR708 Public RelationsA 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?
A 30-minute fit call gets you a verified score, a gap analysis, and a path to qualify.
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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