You may review the following video or read the Step by Step Instructions.  After watching this video, you will be able to successfully build your company profile in Symphony for the ASTRO solicitationThe required URL for ASTRO offerors is: 


Click here to watch the video on YouTube.


Step by Step Instructions


Step 1: The Company Overview

My Company is where you build Your Company Asset Library in advance of the submission period or in addition to it. The first screen is your Company Overview. The top of the screen will display your company name and DUNS. The Company Overview provides a summary of your assets; such as Team Members, MRCL’s, Projects/Past Performance, and Business Factors. Your company assets are reusable across all of your proposal submissions.

It is recommended you complete Your Company Assets before applying for a pool. Changes can only be made to this data before the submission deadline. Any changes will reflect in all pool submissions unless the proposal is already submitted. Once the Solicitation deadline is met, all assets are frozen. See also: How to Build a Proposal.

You add your key personnel such as your Contract Manager and Program Manager in your proposal submissions. 

The CACM and CAPM can be different for each pool submission so these options are located in the Proposal Contacts for your submission under the Dashboard. More information is found in the article How to Build a Proposal


Step 2: SAM Data

SAM data is pulled directly from your public SAM record. Out-of-date or incorrect data needs to be updated at and given 24-48 hours to reflect in their database. Symphony is using an API provided by SAM. There are cases when the data returned has unexpected results. What you see on the Symphony assets screen is for display purposes only. Your SAM record is your official system of record. If your information is showing correctly in SAM you do not need to worry about any discrepancies from within Symphony.

Please note that the NAICS codes in your Reps and Certs need to match the NAICS codes referenced in the solicitation for the corresponding pool submission. You must update this data in SAM directly before it will be reflected in Symphony.

Symphony updates SAM data after submission. When the evaluators select the proposal for evaluation, we will update the SAM record. Unfortunately, we have only so many times SAM allows us to access the data. As long as your SAM record is up to date, the evaluators will see the latest data in SAM. The link we provide to your Reps and Certs connects directly to SAM. 

Step 3: Team Members

Team Members can be added and their business factors, documentation; which includes your team member agreements, can be entered here and then viewed or removed as needed.  This is useful for adding different team members to specific pool submissions. For more information, please refer to the article How to Add Team Members and MRCL's. The steps to add team members are:

  1. Select +New Team Member
  2. Enter the Team Member's DUNS
  3. Lookup the Team Member
  4. Confirm the Team Member or Try Again
  5. Claim Business Factors
  6. Upload supporting documents
  7. Review the data
  8. Save and Complete

Step 4: MRCL

MRCL's can be added and the type of relationship, as well as your MRCL agreements and other documents, can be entered here and then viewed or removed as needed.  This is useful for adding different MRCL's to specific pool submissions. Please review the How to Add Team Members and MRCL's article for more information. The steps to add MRCL's are:

  1. Select +New MRCL
  2. Use the drop-down to select the type(s) of MRCL
  3. Enter the MRCL's DUNS
  4. Lookup the MRCL
  5. Confirm the MRCL or Try Again
  6. Upload supporting documents
  7. Review the data
  8. Save and Complete

Step 5: Projects and Past Performance

Projects & Past Performance can be added and then you can view, edit or delete projects as needed. A project is defined by its title, contract number, and type of vehicle. Once you have completed the core facts about the project, you will be asked pool-specific questions related to your past projects/performance during submission. For more information, please refer to the article How to Add Project Experience. The steps to add Projects & Past Performance are:

  1. Select New Project Experience
  2. Answer the Questions (as applicable) to Start Your Project Reference.
  3. Upload All Your Project Documents
  4. Answer the Questions to Complete Your Project Details. 
  5. Use the File Reference field to direct the evaluators to the relevant project document.
  6. Use the Reference Keywords field to direct the evaluators to the relevant location of "tags" in those documents. Save and Continue or Go Back to Upload All Your Project Documents
  7. Review Your Project Experience
  8. Save and Complete

Please note, when identifying the Prime Contractor, you must add the Team Member or MRCL to your Company Assets so they will be available for reference.

In a submission, there are also Functional Factors that must be added to your project experience to justify how the project experience applies to the pool being applied for. This is an additional scoring element that you must certify before submitting your proposal for a pool. Make sure to begin or modify your submission factors to receive pool-specific points for your past experience. You will be able to reference multiple documents and select or deselect these references as needed. You must link to a file for reference and provide reference keywords/tags/comments.

Step 6: Business Factors

Business Factors are additional assets you claim. These include Systems, Industry Certifications, Clearances, Human Resources information, Financial Documents, and Subcontracting Plans that are relevant to your company asset library. The steps to add Business Factors are:

  1. Select the Business Factor you wish to claim
  2. Answer Any Questions (as applicable)
  3. Upload your supporting documentation (as applicable)
  4. Certify your claim
  5. Save and Claim

The Business Factors relevant to each pool will be located in your proposal submission. For more information, please refer to the articles How to Complete other Business Factors and How to Build a Proposal.

Step 7: Documents

All files that you upload can be viewed in one location, organized by folders, kept organized in the Documents library. Please upload your disclaimer into the Submission Documents upload for each pool submission to attach it to each proposal.

If you still need help, please click here to contact us.

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