How to Assign Proposal Contacts

Modified on Tue, 26 Sep 2023 at 07:51 PM

Please follow these instructions to successfully build your proposals in Symphony.


Step 1. Continue Your Submssion

Step 2. Assign your Proposal Contacts

 

1. Continue Your Submission

When the solicitation(s) are open to proposals on the Dashboard, you can "Start your Submission" or "Continue your Submission" to complete your proposal in multiple sittings or review it before submission. We recommend you complete your Company profile using the My Company link before assembling your proposal. Please reference the Industry Support folder for more information.

 Proposal Overview

 

The Proposal Overview provides a summary of the information that you have entered in Symphony such as Team Members, MRCLs, Project Experience, and Business Factors that are relevant to the submission. Follow the left menu from top to bottom to assemble your proposal.

  • Business factors relevant to each pool will be automatically added to the scorecard for the Prime offeror and any Teaming Partners that you include in your submission. 
  • 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 their database. A request to refresh the SAM data may require a contract modification and a ticket to the helpdesk outlining the changes. Contact us for a SAM refresh and please let us know your UEI/cage so the official SAM record can be retrieved.  

 

2. Assign your Proposal Contacts

Assign your proposal personnel such as your Contract Manager and Program Manager. A typical acronym for this is the COCM and COPM. 

If it is not yourself, you can select from your company's registered users in Symphony. You cannot assign positions to users who have not registered in Symphony. All users should register themselves. Please reference the Registration and Administration folders for more information.

 

Proposal Contacts 

If you still need help, contact us.


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