You may review the following Step by Step Instructions to successfully add Business Factors in Symphony for the Polaris solicitation. The required URL for Polaris offerors is https://polaris.app.cloud.gov/. 


Below you will find a list of the possible business factors relevant to this solicitation. Not all your data is verified through SAM or another organization. The steps to claim a Business Factor are:

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


Business Factors are not necessarily minimum or mandatory requirements. Review this article to successfully complete Business Factors for your proposal submission in Symphony. 

All proposal documents should be in Adobe (.pdf) format. Use descriptive file names that explain what information is contained in the documents. They will be used as a reference to support your claims. Confirm your uploads in the table below the File DropBox in each business factor. 


My Company - Business Factors: Systems and Certifications

Systems

The following is a list of Systems that you can claim.


1. Cost Accounting System and Audit Information

An acceptable accounting system has been audited and determined adequate for determining costs applicable to the contract or order in accordance with FAR 16.301-3(a)(3). Provide supporting documents and certify your claims.


2. Approved Purchasing System

An approved purchasing system provides for efficiency and effectiveness with which you spend Government funds and comply with Government policy when subcontracting. Provide supporting documents and certify your claims.


Industry Certifications

The following is a list of certifications that you can add to your business factors.


1. CMMI Maturity 

Capability Maturity Model Integration (CMMI) is a process level improvement training and appraisal program. Certification can be for the Development or Services model. Verification requirements include a copy of your official certification from a CMMI Instituted Certified Lead Appraiser. If only part of your organization is CMMI certified, make the distinction between which business units or sites and geographic locations have been certified. Levels accepted are 2, 3, 4, and 5. Provide the expiration date, supporting documents, and certify your claims.


2. ISO-9001:2015 Certification

ISO 9001:2015 specifies requirements for a quality management system when an organization:

  • needs to demonstrate its ability to consistently provide products and services that meet customer and applicable statutory and regulatory requirements, and
  • aims to enhance customer satisfaction through the effective application of the system, including processes for improvement of the system and the assurance of conformity to customer and applicable statutory and regulatory requirements.

Verification requirements include a copy of your official certification from an approved ISO 9001:2015 certification body. If only part of your organization is ISO 9001:2015 certified, make the distinction between which business units or sites and geographic locations have been certified. Provide supporting documents and certify your claims.


3. ISO 27001:2013 Certification

ISO/IEC 27001:2013 specifies the requirements for establishing, implementing, maintaining, and continually improving an information security management system within the context of your organization. ISO 27001 is the international standard recognized globally for managing risks to the security of information you hold. Certification to ISO 27001 allows you to prove to your clients and other stakeholders that you are managing the security of your information. Verification requirements include a copy of your official certification from an approved ISO 27001:2013 certification body. If only part of your organization is ISO 27001:2013 certified, make the distinction between which business units or sites and geographic locations have been certified. Provide supporting documents and certify your claims.


4. ISO 20000-1-2018 Certification

Information technology — Service management – Part 1 specifies requirements for establishing, implementing, maintaining and continually improving a service management system (SMS). Verification requirements include a copy of your official certification from an approved ISO 20000-1-2018 certification body. If only part of your organization is certified, make the distinction between which business units or sites and geographic locations have been certified. Provide supporting documents and certify your claims.


5. Representations and Certifications

You must complete the annual representations and certifications electronically via the SAM.gov website, provide supporting documents, and certify your claims.


My Company - Business Factors: Clearances, Human Resources and Financial Documents


Clearances


This can be Secret or Top Secret Facility Clearance. Verification will be done by contacting the Defense Security Service (DSS). You must certify your claims.


Human Resources


Solicitation requirements include the following information.


1. Professional Employee Compensation Plan

Submit a Professional Employee Compensation Plan that addresses your methodology for determining salaries and fringe benefits for your professional employees in the preparation of future task order requirements. Provide supporting documents and certify your claims.


2. Uncompensated Overtime Policy

Submit your policy for addressing uncompensated overtime consistent with cost accounting practices used to accumulate and report uncompensated overtime hours in preparation for future task order requirements. Provide supporting documents and certify your claims.


Financial Documents


This is for GSA Form 527: Contractor's Qualifications and Financial Information. Provide supporting documents and certify your claims.


Other Documents


The solicitation includes the Organizational Risk Assessment: Provide supporting documents and certify your claims for previous performance for joint ventures, or a prime contractor with a proposed team of subcontractors, using the contract or order for which the work was performed and evidence of the business arrangement.


My Company - Business Factors: Organizational Risk Assessment in Other Documents


Additional Information

 

Business Factors will display circles next to the items on the Overview screens. Team members can have their own business factors.  MRCLs do not have the ability to claim business factors. They are considered part of the Prime. Please see How Team Members work in Symphony for Polaris for more information. 


Business Factors Legend in Submission - Proposal Overview screen


Below is the definition of the circle shading.

  • No Shading - The factor has not been claimed.
  • Full Shading - The Organization submitting the proposal is claiming the factor.
  • Half Shading - One of the Organizations team members added to the submission is claiming the factor. 

Half-shading will only be seen in a submission on the Proposal Overview screen if an added Team Member claims a business factor that the Prime organization does not claim. 


If you need to remove a business factor, go to your assets in My Company to "unclaim" the business factor. 

Delete the documentation from the table below the File DropBox and "unclaim" the business factor from unsubmitted proposals. You cannot "unclaim" a business factor from submitted proposals. Please see How a Proposal works in Symphony for Polaris for more information. 


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


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