- Step 1: Proposal Overview
- Step 2: Proposal Contacts
- Step 3: Team Members
- Step 4: MRCL
- Step 5: Projects and Past Performance
- Step 6: Business Factors
- Step 7: Submission Documents
- Step 8: Document Library
- Step 9: Review
When the Solicitation is open to submissions, you will be able to Start your Submission for a desired pool or Continue your submission to complete your proposal in multiple sittings or review before submission. It is recommended you complete your Company profile before applying for a pool.
For more information about the Live Score, select the button it is displayed on to review your Scorecard, what the point values are, and how many points you have. Hover over the text for the different sections and scoring details to see additional information.
Once submitted, the applicable pool will display the submission date and time, with the option to view details.
Step 1: Proposal Overview
The Proposal Overview provides a summary of the information that you have entered in Symphony such as Team Members, MRCL’s, Project Experience, and other Business Factors that are relevant to the Pool. Links to the Document Library and your SAM data are also at the bottom of this page. SAM data is pulled directly from your public SAM record. If there is an issue with your data, update it at SAM, and then give 24-48 hours for the change to reflect in both databases.
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.
Step 2: Proposal Contacts
Add your key personnel such as your Contract Manager and Program Manager. If it is not yourself, you will be able to select from your companies registered users in Symphony. You cannot assign positions to users not registered in Symphony.
Step 3: Team Members
Team Members, their business factors, and documentation (which includes your team member agreements) can be entered and then viewed or removed as needed. This feature is useful for having different team members for different pool submissions. If you have already added team members to your company profile, you can select them to add to the pool submission from a drop-down menu or you can add a new team member record by going to My Company and including the asset there. If you delete a Team Member, verify the team member is not in any project experience or unsubmitted proposals.
Step 4: MRCL
MRCL's can be added and your documentation can be entered and then viewed or removed as needed. This feature is useful for having different MRCLs for different pool submissions and project experiences. Existing MRCL's in your Company Asset Library can be selected from the drop-down menu to add to the pool submission or you can add a new MRCL record as necessary for your proposal by going to My Company and including the asset there. Please note MRCL's do not have the ability to claim business factors. MRCL's are considered part of the Prime. For more information, please refer to the article How to Add Team Members and MRCL's.
Step 5: Projects and Past Performance
Select from past projects in Symphony and add them to the pool submission from a drop-down menu or add a new Project experience by navigating to Past Performance in My Company. A project is defined by its title, contract number, and type of vehicle. Project details and supporting documentation specific to that project will be displayed for information if you use the link.
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.
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. See How to Tag a PDF for Symphony for more information.
If you make changes to a project after using it in a submission, update and verify the changes in any unsubmitted proposals. You can withdraw a project from a submission pool that is recorded in your Company profile but not use it as a scoring element or add the project back to a submission to refresh any changes made to Project Experience.
For more information, please refer to the article How to Add Project Experience.
Step 6: Business Factors
Business factors relevant to each pool will automatically be added to the scorecard provided for that pool. This can be Systems, Industry Certifications, Clearances, Human Resources data, Financial Documents, and Subcontracting Plans that are relevant to the pool.
Additional information on business factors is located in the article How to Complete other Business Factors.
Step 7: Submission Documents
This area contains the solicitation required form for you to upload (i.e. SF-33). Please upload your disclaimer into the Submission Documents upload for each pool submission to attach it to each proposal.
Step 8: Document Library
The Document Library contains all files that you upload in Symphony, in one location, organized by folders, and accessible for viewing.
Step 9: Review
Review all the information you have submitted to this pool. You will see how each section has been scored. A proposal can be certified and submitted from this screen even if error messages are stating that certain requirements have not been completed. Be advised warning messages are seen by the evaluators.
Please note, only the POC or Proposal Manager can submit your proposal. The Submit function is not available until after the Q&A deadline. If the government needs to make amendments to the solicitation, this prevents you from having to submit multiple times. Once submitted, the applicable pool will display the submission date and time, with the option to view the details of it. The POC or proposal manager can make edits until the solicitation deadline. Carefully review and resubmit if changes are made. Once the Solicitation deadline is met, all assets are frozen.
Don’t forget to submit your proposal.
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