Follow the steps below to create a Task Order in Symphony for OASIS. The required URL for OASIS ordering activities is https://oasis.app.cloud.gov/.
1. Create a Task Order
 Figure 1. Create a Task Order Request from the Quick Actions section of the Buyers Dashboard. | From Quick Actions:
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2. Enter the Title
- Enter the Task Order title and click Save (see Figure 2).
- The Solicitation number field is available at the program's request.
- The Scope Review Process Utilized field is optional.
- Follow the left navigation menu from top to bottom to complete the order.
Figure 2. Starting a Task Order request.
3. Add Points of Contact
Add contact information for the Ordering Contracting Officer (OCO) and the Contract Specialist (CS).
- Click the +Add button.
- Users can assign themselves (Self) or another registered user in Symphony.
- To assign someone else, enter the name of the person to INVITE. The suggestion box will search for a user after typing 3 characters.
- Save or cancel the changes.
Update or Remove the points of contact to make changes before releasing the order.4. Select Contract Types
Symphony presents the Contract Types available. Select the Contract Type(s) that apply to the Task Order.
5. Set the Order Processing Schedule
Set the parameters for the Symphony scheduler. Parameters are:
- Release Date if supported.
- Questions if there will be a Question and Answer Period and if so, the Q&A deadline.
- Submission deadline for proposals.
6. Select Contractors in Fair Opportunity
Filter the Contract Holders by Pools and SBA designation to select contractors for the Task Order. Users are required to choose at least one Contract Holder.
If there is an Exception to Fair Opportunity, use the link to provide the Fair Opportunity Exception Justification (see Figure 3).
Figure 3. Symphony enforces Fair Opportunity Exception justification.
7. Provide Additional Information
Enter any additional information required by the Contract Vehicle. Requirements include:
- North American Industry Classification (NAICS) code, Product and Service Code (PSC), and Type of Service
- Estimated Period of Performance
- Place of Performance
8. Provide Attachments
Upload required documents or add files to the appropriate folders listed in the drop-down menu.
9. Review Documents
The Points of Contact can access the Document Library at any time to see what documents exist in the context of a particular order. These users can also confirm that the files are in the appropriate folders for visibility. Return to the attachments tab to make changes.
10. Submit or Cancel Order
Figure 4. Only the authorized CO can release an order.
Submit Order
Symphony advises the Contracting Officer (CO) if there are validation errors in the order. Errors must be fixed before submitting the order. Once satisfied with the Task Order, the assigned CO can submit it for release (see Figure 4).
Contract Holders cannot view orders that are not released to them.Cancel Order
Users can cancel an order at any time. Provide a reason for the cancellation and click Cancel My Order.
Order History
Users can see the history, status, and comments about the Task Order in the order's History tab.
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