How to tag documents for a proposal

Modified on Fri, 16 Jun 2023 at 07:14 PM

Please follow these instructions to successfully tag documents for your solicitation proposals in Symphony.


Step 1. Prepare your Documents

Step 2. Upload your Documents to My Company

Step 3. Reference your Documents in your proposal

 

1. Prepare your Documents

All proposal documents should be in Adobe (.pdf) format and contain comments (“tags”) indicating the specific reference for validation. Make sure your tags match in both your PDF(s) and Symphony so that the evaluators can easily find the support for your claims. The Tag legend only applies to the core project details in your Company assets because this data is the most reusable. The recommended tags are:

 

COSTS
 Other Direct or Indirect Costs
CR 
 Cost Reimbursement
FTE
 Full-Time Equivalents
LOCATIONS 
 Number of locations
NAICS
 NAICS
OCONUS 
 Outside of the Continental United States Work
POP 
 Period of Performance
PSC
 Product and Service Code (PSC)
TCV 
 Total Contract Value
TEAMING 
 Subcontractor/Teaming

 

  • Tags for a specific claim can be used more than once in the PDF document. Add tags throughout your document(s).
  • We recommend using an overarching keyword for simplicity in using a "Find function". For consistency, only use one tag per claim in Symphony. Please reference the Offeror Support folder for more information.

 

For example, your tag could be "Performance" with an explanation (ex. Performance - NAICS, Performance – Contract Award, Performance - Customer), and you only need to enter "Performance" in the tag field.

 

The reference tags become links in the evaluation tool during the evaluation phase that open your documents to the position of the first tag. The evaluators are then guided from comment to comment, similar to using a Find feature when they review your proposal. 


2. Upload your Documents to My Company

Go to My Company, Projects/Past Performance. You can add and remove documents, and edit/update your reference tags as needed. Do not add pool-specific/solicitation submission documents to your projects. Please reference the Symphony Projects/Past Performance folder for more information.

  1. Pick your Project.
  2. Upload your supporting documents.
  3. Reference your documents.

 

3. Reference your Documents in your proposal

The most important part of “tagging” is that your PDF comment matches the reference you use in Symphony for that specific claim to earn additional points for the solicitation. Please reference the Offeror Support folder for more information. 

  1. Go to the Solicitations tab on your Dashboard.
  2. Start or Continue your Pool Submission.
  3. Go to the Projects tab in your proposal.
  4. Begin or Modify the Performance Factors for your added project.
  5. Pick your reference document(s).
  6. Enter your “tags”.
  7. Save and Complete.

 

Watch this video for a brief overview.


 

If you still need help, contact us.


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