Federal Project Experience

Please follow these instructions to add federal projects to your Company Assets in Symphony:

1. Go to Projects 

Navigate to My Company and select the Projects/Past Performance tab. Click the +New Project Experience button to add projects to your company assets before starting your proposal.
 

2. Start Your Project Reference

When starting your project reference, provide the required data elements. New Projects are entered by filling in the fields and following the steps relating to your Project References, Documents, and Details. 

The first three options are not Federal Contract Types. They are Commercial and Other Types.

The remaining Contract Types are US Federal Government Types and may change as required by a solicitation (See Figure 1)

Figure 1. Federal Contract Types

For the Department and Agency name, we get our data directly from FPDS. 

• If the agency you need is not listed, please submit a copy of the FPDS report to the Symphony Help Desk so that we can verify the Contracting Office Agency ID and Funding Agency ID from the Purchaser Information section and then fulfill your request (See Figure 2).

Figure 2. FPDS Data required to add an Agency to Symphony

• If an FPDS report does not exist, please use a Commercial Project Type so that you can enter the name of the customer or agency that does not report to FPDS. 
• If an FPDS does exist, contact us with the FPDS code from your contract and your contract number so that we can add the eligible Federal Agency.

3. Upload all your Project Documents

Symphony will allow you to attach as many files as you need to support all your claims (See Figure 3), but the size limitation of 20MB will prevent you from uploading too large of a file (See the Symphony FAQ).

Figure 3. Project Document screen

Before uploading, please use descriptive file names that explain what information is contained in the documents that support your claims. Uploaded files should have annotations (“tags”) to help guide evaluators to your qualifying criteria and additional solicitation-specific claims (See Symphony Tagging). The only recommended tags are listed below (See Table 1). All "tags" are at your discretion. They are not required.

Table 1. 

• Use the File Reference field to direct the evaluators to the relevant project document.
• Use simple “tags” to make this process easier for yourself and the evaluators.
• You cannot rename or tag your files in Symphony. 

4. Complete Your Project Details

When you add Projects to My Company, all the project details entered will be considered against the scorecard once the project is added to a proposal and additional Performance Factors are claimed. 

• Some project details are optional but may be required in future solicitations. 
• If a question is not solicitation-related, it is not a requirement and is not scored. You can choose to ignore them. 
• The solicitation should always be used as the source of truth. 

5. Review and Complete

Review the project's general information and documentation. Save and Complete to add the project.

• A table will display the added Projects/Past Performance and the ability to view, edit, or delete them from your company assets. Use the Project title as a link to review the general information and documentation. 

6. Next Steps

1. Return to the Dashboard and go to the Solicitations tab to add Projects/Past Performance to your submission. 
2. Performance Factors will be available for additional scoring elements (See Figure 4). 

Figure 4. Projects have more questions in the proposal. Visit the Offeror Support folder for more information. 

Need help? Contact us