You may review the Step by Step Instructions to successfully add Project Experience to your company asset library and claim the project in your proposal submission in Symphony for the Polaris solicitation. The required URL for Polaris offerors is

Step by Step Instructions

A project is defined by its title, contract number, and Prime Contractor. You add new Project experience(s) in the My Company screen. Once complete, you can view, edit or delete projects as needed. You can also select from past projects in your Company Asset Library in Symphony and add them to your pool submission from a drop-down menu. 

Items worth mentioning:

  1. In a submission, Performance Factors 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 in your submission.
  2. If you update a project after using it in a submission, update and verify the changes in any unsubmitted Pools. 
  3. You can withdraw a project from a submission pool that is recorded in your Company profile to not use it as a scoring element. 

Please note, a maximum of five Relevant Experience Projects may be submitted for scoring but you can have more in your Company Asset Library.

New Projects are entered by filling in the fields and following the steps relating to your Project References, Documents, and Details. Please review these steps below.

My Company Project Screen

Be advised that you will link to a file for reference when you Complete your Project Details. Uploaded files should already have reference keywords/tags/comments. You cannot rename or tag your files in Symphony. The recommended tags are:

  • CR = Cost Reimbursement
  • LOCATIONS = number of locations
  • OCONUS = Outside of the Continental United States work
  • POP = Period of Performance
  • TCV = Total Contract Value
  • TEAMING = Subcontractor/Teaming

Use descriptive file names that explain what information is contained in the documents to support your claims. 

Use the easiest, most logical reference names as possible to make this process easier for yourself and the evaluators. See How Tags work in Symphony for Polaris for more information.

Step 1: Select + New Project Experience

To start your project reference, provide the requested information. The reference information includes:

  • Name of your project
  • Type of project
  • Contract Number(s)
  • Task Order Number(s) if applicable
If you need to reference multiple Task Order projects under a single Contract number, enter the contract number after selecting the type of project, add the TO number after the contract number, and again in the TO number field to create different projects under a single contract. For example: Contract #: GSA123456-0001 and TO #: 0001.
  • Customer for your project
  • Prime Contractor (Team Member in a State/International/Non US Fed Government/Commercial Project) 

When identifying the Prime Contractor, you will need to add the Team Member or MRCL to your Company Assets so they will be available to reference. See How Team Members work and How MRCLs work for more information.

If you are adding a project where you performed as a subcontractor then you are not contracting directly to the government. This would be considered a commercial project.  Enter your subcontract information and you would be the Team Member on your contract. 

Step 2: Upload Your Project Documents

Your project documents will be used as a reference to support your claims for your Project Details and the Performance Factors when you add the project to a submission. This may include Award Documents, Past Performance Documents, Scopes of Work (SOWs), and more. 

  1. All proposal documents should be in Adobe (.pdf) format and include tags for evaluation. See How Tags Work for more information.
  2. Confirm your uploads in the table below the File DropBox. 
  3. Save and continue to the next step.

Upload Project Documents using the Tag Legend guidelines

You can upload more documents to your Projects in the My Company link any time before the solicitation deadline. Potential required documents depending on the offeror are:

  • FPDS-NG Report
  • Attachment J.P-2 Joint Venture Experience Template
  • Attachment J.P-6 Project Verfication Form
  • Contract Award Document (SF1449, SF26, SF33, DD1155, Optional Form 307, GSA Form 300, Other Official Government Award Form) 
  • Contract Statement of Work (SOW, PWS, SOO)
  • Other/Optional Documents 
    • CPARS 
    • Award Fee 
    • Determination Attachment J.P-3 
    • Past Performance Rating Form 
    • Section B Supplies/Services 
    • Costs Contract Line Items (CLINs)

Step 3: Complete Your Project Details

Project Details include: 

  • Period of Performance
  • Total Contract Value
  • Claimed NAICS
  • Cost Reimbursement (Only applies to Federal Contracts)
  • Number of locations (Optional)
  • OCONUS work
  • Subcontractor/Teaming involvement (Optional)
  • Past Performance Ratings (select Positive, Negative, Unable to Obtain)

Project Details screen to link files to tags

Step 4: Review Project

Make sure the data is correct and all files are included in your Project Summary. The information displayed focuses on four areas: General Information, Locations, Teaming, and Past Performance. The Supporting Documents list can be viewed before you Save and Complete.

Project Review Screen before saving

Step 5: Add Project to your Pool Submission

Return to the Dashboard, go to your pool submission and make sure Proposal Overview is the first item on the left menu. In a submission, a project is defined by its title, contract number, and prime contractor.  Follow the prompts to add projects to your proposal submission and Begin or Modify the Functional/Performance Factors on the Projects/Past Performance tab to earn additional points for Primary Relevant Experience, Cybersecurity or Emerging Technology Relevant Experience. 

Directions to Functional (Performance Factors) in the Submission screen

Symphony will let you know if the project is added to a submission and prevent you from deleting a project before withdrawing it from a pool submission. Then, you can view, edit or delete projects by selecting the Project Name you created in the Projects/Past Performance section of the My Company screen. 

Project details and supporting documentation for a project can be viewed anytime before the solicitation deadline for reference.

Additional Information

  • If you edit a project experience after submitting the project with a proposal, the changes will not affect your submission.  If it is before the proposal due date, you may incorporate changes you have made by modifying your submission and withdrawing the project from that submission using the red circle.  You can then add it in and your changes will be included.

  • You cannot delete a project if it has been used in a submitted pool submission. 

  • If there is a document that you want the government to review after the solicitation deadline, do not delete it. After the solicitation deadline, only the government will have access to the Symphony system unless a clarification is requested. 

  • If you are uploading sensitive information, you should redact the document to the extent it still substantiates your claims.  

  • If you have submitted a pool offer but need to revise a project, and you are an Administrator or Proposal manager, modify the submission, verify the project and performance factors refreshed, and then submit your proposal again.

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

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