Purpose: This is your complete roadmap for using Symphony. It shows you the steps to register, gain active access, and find the correct guides for your daily work.

Table of Contents

• Before You Start
• Steps

1. Confirm Your Prerequisites and Portal

2. Register, Authenticate, and Activate

3. Start Your Workflow

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial facts and have the correct items ready:

• SAM Data: You must have an active SAM.gov record. Symphony uses this data to validate your UEI, CAGE code, and Points of Contact.
• Correct Website: You must register and sign in at the exact website URL for your specific contract vehicle (e.g., Polaris, OASIS+).
• MFA Readiness: You will need an Authenticator App or a cell phone for Multi-Factor Authentication (MFA) setup.

Definition of Terms

Term	Definition
SAM Data	System for Award Management (SAM). The official U.S. Government system that consolidates information previously found in multiple places. Required for any entity to do business with the Federal Government.
UEI	Unique Entity Identifier. The alphanumeric code required for all entities registering in SAM.gov.
CAGE code	Commercial and Government Entity code. A five-character alphanumeric code used to identify a facility at a specific location.
POCs	Points of Contact. Individuals within your organization who are authorized to act on behalf of the company for contract-related matters (e.g., electronic business, past performance).
URL	Uniform Resource Locator. The address of a World Wide Web page (i.e., the specific website link).
OASIS+	One Acquisition Solution for Integrated Services Plus. A specific, large-scale professional services contract vehicle managed by the GSA (General Services Administration).

Steps

1. Confirm Your Prerequisites and Portal

The first step is verifying your company data and finding the correct portal.

1. Check the data elements your organization needs for your account.
   • Reference: Understand Your SAM and Symphony Access
2. Locate the correct website URL for your solicitation or contract vehicle.
3. Review your role's specific requirements (e.g., unique Alliant 3 rules or portal distinction).
     

The Symphony home page with contract vehicle logos, where users choose their portal.

  

2. Register, Authenticate, and Activate

After finding your portal, follow these steps to create your account and gain full access.

1. Complete the registration process based on your organizational role.
   • Reference: Register Your Symphony Business Account or Register Your Symphony Government Account
2. Set up your Multi-Factor Authentication (MFA) right away.
   • Reference: Set Up and Use Multi-Factor Authentication (MFA)
3. After you register, your administrator must approve your account before activation.
   • Reference: Manage Your Symphony Sign-In and Account Activation
           

Diagram illustrating the Symphony access process: registration → MFA setup → activation.

3. Start Your Workflow

Once your account is active, use this workflow to find the guides you need. These cover your day-to-day tasks, such as building assets or submitting proposals.

1. If you are preparing a bid (Offeror):
   1. Start by setting up your company assets: Use the My Company Component.
   2. Review the final bidding process: Assemble and Submit Your Proposal.
        
2. If you are a Contract Holder (Post-Award):
   1. Monitor tasks and manage your contract: Manage Your Awarded Contract.
   2. Track active opportunities: Manage Orders, Q&A, and Bids (Contract Holders).
        

Dashboard with the My Company and Solicitations icons highlighted for navigation.

Troubleshooting

Issue	Fix
Account Inactive after registration.	Contact your company's Symphony Administrator. Ask them to change your status from Initial to Active.  Note: If you are the Administrator/SAM POC, submit a ticket to the Help Desk with your SAM documentation.
MFA code is not working or I lost my phone.	See the Set Up and Use Multi-Factor Authentication (MFA) guide for troubleshooting, or Submit a Ticket to the Symphony Help Desk (for lockouts).
I cannot find my contracts or company assets.	Check your registration was on the correct Contract Vehicle website (URL) and that your company's UEI is correct.

  

Related Articles / Links

• Submit a Ticket to the Symphony Help Desk—General Support
• Discover the Symphony Platform and Developer—Platform Context
• Assemble and Submit Your Proposal—Industry Partner's main workflow
• Manage Your Awarded Contract—Contract Holder's main workflow

Purpose: This guide helps you find your contract website. It explains why SAM.gov data (UEI, CAGE, POC) is required for your registration.

Table of Contents

• Before You Start
• Steps

1. Select the Correct Contract Website

2. Verify Your Required SAM Data 

3. Understand the SAM POC Role

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial facts about the System for Award Management (SAM):

• An entity must have an Active record in SAM.gov to be registered in Symphony. An "ID assigned" status is not acceptable.
• Symphony uses the SAM.gov Unique Entity Identifier (UEI) and Commercial and Government Entity (CAGE) code to validate your organization's eligibility.
• Only the SAM.gov Points of Contact (POCs) are considered trusted company representatives (Administrators).

Steps

1. Select the Correct Contract Website

You must use the exact website link for your contract vehicle. If you use the wrong site, your administrator cannot find you to activate your account.

Contract Vehicle	Agency	Website Link
Alliant 3	GSA	https://idiq.gsa.gov
ASTRO	GSA	https://astro.app.cloud.gov
(Legacy) OASIS	GSA	https://oasis.app.cloud.gov
OASIS+ (OASIS Plus)	GSA	https://idiq.gsa.gov
Polaris	GSA	https://polaris.app.cloud.gov
HEC / MQS2-NG / OMNIBUS	DHA	https://dha-ems.symphonyps.com
(Legacy) MQS	DHA	https://mqs.symphonyps.com

2. Verify Your Required SAM Data

During registration, Symphony needs specific identifiers to validate your organization.

• Provide the SAM.gov UEI for the company that will be the prime contractor or award recipient.
• If your UEI has more than one CAGE code, you must include the correct CAGE code.
• During registration, review the name and address retrieved from SAM to ensure accuracy.
• You can check your SAM data, including Points of Contact, by using the SEARCH feature directly on SAM.gov.

  

SAM Data tab in My Company where users can confirm their UEI, CAGE, and address information.

  

3. Understand the SAM POC Role

The POCs listed in SAM are crucial for granting administrative access.

• If you are a SAM POC, download or save a copy of your SAM record showing your name and email address.
• You will need to submit this documentation to the Help Desk to verify your access and activate your account as an Administrator.
• If you are not listed as a POC, contact a listed Administrator to activate your account after registration.

  

SAM Entity Record showing the Points of Contact tab. 

Troubleshooting

Issue	Fix
Organization not found during registration.	Your entity record may have an "ID assigned" status. You must complete the registration process in SAM first.
You registered for the wrong company.	Submit a Ticket with your email address and provide the correct UEI/CAGE code to have the account moved or revoked.
You cannot find the Administrator (SAM POC).	Log in to SAM.gov, search for your company, and find the names on the Points of Contact tab.

Related Articles / Links

• Register Your Symphony Business Account—How to use this data for registration
• Manage Your Symphony Sign-In and Account Activation—How to contact the Help Desk for SAM POC verification
• Submit a Ticket to the Symphony Help Desk—For technical account issues 

Purpose: Use this guide to identify the correct Symphony contract vehicle portal, sign in successfully, and avoid access errors caused by using the wrong website.

Table of Contents

• Before You Start
• Steps

1. Identify Your Contract Vehicle

2. Confirm Your Contract Vehicle Portal

3. Register, Sign In, and Activate

4. Use MFA Correctly Across Contract Vehicles

5. Understand Contract Vehicle Data Boundaries 

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you have the following ready:

• Your contract vehicle name (example: ASTRO, OASIS+)
• MFA Readiness: You will need an Authenticator App or a cell phone for Multi-Factor Authentication (MFA) setup.

Steps

1. Identify Your Contract Vehicle

Symphony supports the following contract vehicles:

GSA Contract Vehicles 

Contract Vehicle	URL	Description
Alliant 3	idiq.gsa.gov	Symphony is available for existing offerors. The solicitation was released on June 28, 2024, and closed on January 10, 2025.
ASTRO	astro.app.cloud.gov	Symphony is available for Contract Holders and Government Customers. The contract’s base ordering period began in November 2021.
OASIS Plus	idiq.gsa.gov	Symphony is available for existing offerors and those interested in continuous on-ramping and rolling awards in 2026. Contract Holders and Government Customers can refer to GSA eBuy for ordering activities.
Polaris	polaris.app.cloud.gov	Symphony is available for existing offerors. The solicitation was released on March 25, 2022, and closed on August 10, 2022.
OASIS (Legacy)	idiq.gsa.gov	Symphony is available for historical data. The OASIS contract has been succeeded by the Oasis Plus contract.

Contract Vehicle	URL	Description
HEC	dha-ems.symphonyps.com	Symphony is available for Contract Holders and Government Customers. The contract’s base ordering period began in October 2023.
MQS2-NG	dha-ems.symphonyps.com	Symphony is available for Contract Holders and Government Customers. The contract’s base ordering period began in June 2024.
Omnibus	dha-ems.symphonyps.com	Symphony is available for Contract Holders and Government Customers. The contract’s base ordering period began in June 2022.
MQS (Legacy)	mqs.symphonyps.com	Symphony is available for historical data. The MQS contract has been succeeded by the Medical Q-Coded Support and Services-Next Generation (MQS2-NG) contract.

2. Confirm Your Contract Vehicle Portal

Once you have identified the contract vehicle for your solicitation or award: 

1. Navigate to the Symphony website tied to that contract vehicle.
2. Verify the URL and agency logo on the sign-in page.
3. Stop if the logo does not match your contract vehicle.

Warning: Using the wrong website will cause an authentication failed error.

The Symphony home page shows contract vehicle agency logos for confirmation. 

3. Register, Sign In, and Activate

Once you are on the correct contract vehicle website, you can either register or sign in to your account. 

To Register Your Account

1. Click Register Now after accepting the Official Use notice.
2. Complete the registration process based on your organizational role.
3. Set up a preferred method of Multi-Factor Authentication (MFA). 
4. After you register, your administrator must approve your account before activation. 

Sign in to Your Account

1. Open the Symphony website for your contract vehicle.
2. Confirm the portal is correct by checking the agency logo on the sign-in screen.
3. Enter your email address and password.
4. Select Sign In.

Note: If you see Account Inactive, your administrator must approve your account before activation. See Manage Your Symphony Sign-In and Account Activation for more information.

4. Use MFA Correctly Across Contract Vehicles

Each Symphony contract vehicle website requires its own MFA setup.

1. Complete the MFA step using your authenticator app or SMS code.
2. If you have multiple Symphony accounts, rename your authenticator entries to match each contract vehicle.
3. Keep one unique MFA code per Symphony portal.

  

5. Understand Contract Vehicle Data Boundaries

Your access and assets are separated by contract vehicle and organization identifiers. You cannot share company assets across different UEIs/CAGE codes or contract vehicles.

Troubleshooting

Issue	Fix
Authentication Failed after entering your password.	You are likely on the wrong contract vehicle portal. Confirm the portal by checking the agency logo, then use the correct contract vehicle website.
MFA code is not working.	The code may be tied to a different contract vehicle portal or expired. See the Set Up and Use Multi-Factor Authentication (MFA) guide for troubleshooting, or Submit a Ticket to the Symphony Help Desk (for lockouts).
I cannot find my contracts or company assets.	Check your registration was on the correct Contract Vehicle website (URL) and that your company's UEI is correct.

Related Articles / Links

• Register Your Symphony Business Account—How to register as a business user

• Register Your Symphony Government Account—How to register as a government user 

• Set Up and Use Multi-Factor Authentication (MFA)—How to set up MFA

• Manage Your Symphony Sign-In and Account Activation—How to sign in to Symphony and get account activation 

• Submit a Ticket to the Symphony Help Desk—For technical account issues

Definition of Terms

Term	Definition
Contract Vehicle	A pre-established agreement that allows U.S. government agencies to quickly buy specific goods or services.
GSA	General Services Administration
DHA	Defense Health Agency
MFA	Multi-Factor Authentication. A security step using a one-time code.
UEI	Unique Entity Identifier. The alphanumeric code required for all entities registering in SAM.gov.
CAGE code	Commercial and Government Entity code. A five-character alphanumeric code used to identify a facility at a specific location.
URL	Uniform Resource Locator. The address of a World Wide Web page (i.e., the specific website link).

Purpose: This guide shows you how to correctly register for a Symphony account, ensuring you provide the mandatory SAM data and complete the necessary steps to set up your security credentials.

Table of Contents

• Before You Start
• Steps

1. Start Your Registration and Validate Email

2. Verify and Confirm Company Data

3. Set Up Your Account and MFA

4. Request Account Activation from Administrator 

• Troubleshooting
• Related Articles / Links

Tip for Administrators: You will need to provide a screenshot of your SAM.gov Points of Contact record (showing your UEI, Name, and Email) to the Help Desk to activate your account.

     

Before You Start

Make sure you have the following ready before you begin:

• An individual email address (group/distro emails are not supported).
• An active SAM.gov record .for your company.
• The UEI (Unique Entity Identifier) and CAGE (Commercial and Government Entity) code for the company that will be the Prime Contractor.

⚠️ One Account per Company Your Symphony account is hard-linked to the UEI you enter during registration. You cannot use the same email address to register for multiple companies/UEIs. If you need to represent a second company, you must register a separate account using a different email address.

 

Warning: You must use the data for the company that is the Prime Offeror or Contract Holder. Do not use subcontractor or Joint Venture member data.

Steps

1. Start Your Registration and Validate Email

Go to the correct Symphony website for your contract vehicle to begin the process.

1. Accept the FOUO Notice: You must click Accept on the mandatory security and privacy warning message displayed on the welcome screen to proceed to the Sign In page. FOUO stands for For Official Use Only, which requires protection from public release.
2. Click Register Now on the Sign In page.
3. Enter your individual email address.
4. Enter the six-digit validation code sent to your email to confirm your address is correct.
    

Register Now link on the Symphony login page used to start the registration process.

  

2. Verify and Confirm Company Data

Symphony uses your SAM data to validate your organization's eligibility.

1. Enter your Prime Entity's SAM.gov UEI.
2. Enter the correct CAGE code (required only if multiple CAGE codes are assigned to your UEI).
3. Before proceeding, review and confirm that the company information retrieved from SAM is accurate.

 

Organization Registration screen where users confirm UEI and CAGE code before proceeding.

  

3. Set Up Your Account and MFA

Complete your personal profile and set up the mandatory security tool.

• Enter your first and last name and create a password that meets the security requirements.
• Set up Multi-Factor Authentication (MFA) using an Authenticator App or Text Messaging. You must validate this step by entering the six-digit code provided by your MFA tool.

  

MFA Setup screen with a QR code for authenticator setup and a field to enter the six-digit code.

4. Request Account Activation

After registration, your account is in Initial status. You cannot sign in until your status is changed to Active.

Which one are you?

A. I am a Business User (Staff): Contact your company’s Symphony Administrator. They must sign in and activate your account via the Administration tab.

B. I am the Symphony Administrator (SAM POC): You must verify your identity with the Help Desk. Do not send a screenshot of the "Inactive Account" error message.

Action Required: Submit a Ticket with a screenshot of your SAM.gov Points of Contact tab. To be activated, your screenshot MUST show your:
    1. UEI
    2. Full Name
    3. Email Address

Example of the required SAM.gov verification screen.

  

Troubleshooting

Issue	Fix
Cannot re-register after an account was deleted.	The system does not permit re-registration with the same email. You must submit a ticket to reinitialize the old account.
The validation email is not received.	Check your spam or trash folders. The email may come from noreply@gsa.gov or symphony@apexlogic.com.
Organization not found during registration.	Our SAM connection may not be working or your entity record may have an "ID assigned" status. You must ensure your company's record is fully Active in SAM before attempting to register.
You cannot set the password.	Verify that the password meets all the listed requirements.
You registered for the wrong company.	Submit a Ticket with your email address and provide the correct UEI/CAGE code to have the account moved or revoked.
Account Inactive after registration.	Standard Users: Ask your internal Admin to activate you. Administrators: Submit a Ticket with your SAM.gov POC data (UEI, Name, and Email). Note: A screenshot of the error message is not sufficient for activation.
No one was notified of my registration.	Symphony does not automatically email your company's SAM Point of Contact. You must manually notify your Administrator. If you are the administrator: You must Submit a Ticket to the Help Desk yourself.

Related Articles / Links

• Understand Your SAM and Symphony Access—Guide on verifying your UEI/CAGE data
• Manage Your Symphony Sign-In and Account Activation—Guide on the activation process
• Submit a Ticket to the Symphony Help Desk—For technical account issues

Purpose: This guide shows you how to correctly register for a Symphony account as a government employee, ensuring you use your official email, confirm your organization, and understand how to obtain your final system roles.

Table of Contents

• Before You Start
• Steps

1. Accept Security Notice and Validate Email

2. Choose Your Role and Confirm Organization

3. Set Up Account and MFA

4. Verify Activation and Request System Roles 

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you have the following information and tools ready before you begin:

• An individual, official government email address (must end in .gov or .mil).
• A time-based Authenticator Application or a cell phone for Text Messaging to set up Multi-Factor Authentication (MFA).
• The Office Code for your contracting organization.

Steps

1. Accept Security Notice and Validate Email

Accept the security notice to access the registration page. Then validate your official email address.

1. Select the Register Now link on the login page.
   
2. Enter your individual email address.
3. Enter the six-digit verification code sent to your email to confirm your address is correct.
     

Register Now link to begin registration.

2. Confirm Organization

You must identify your role and confirm your organizational affiliation using the required code.

1. Enter the code for your Contracting Office.
2. Select Lookup Organization.
3. Confirm the Organization information displayed by choosing YES to proceed.
     

Screen showing the field for the Contracting Office code.

3. Set Up Account and MFA

Complete your profile and set up the mandatory security tool to secure your login.

1. Complete the fields to connect your email address (username) to your first and last name.
2. Create a password that meets the security requirements.
3. Set up Multi-Factor Authentication (MFA) using an Authenticator Application or Text Message to receive your six-digit code. You must validate this step by entering the code from your MFA tool.
      

MFA setup screen showing the QR code and the field for the six-digit code.

4. Verify Activation and Request System Roles

Your account is automatically activated upon successful registration, but specific permissions may be required.

• A confirmation page displays after successful registration, and your account is ready for immediate use.
• If you are a Program Office user or evaluator, you may need specific permissions. Contact your agency administrator to assign the appropriate roles for your tasks.

  

Confirmation page displaying a success message.

Troubleshooting

Issue	Fix
The verification email is not received.	Check your spam or trash folders. The email may come from noreply@gsa.gov or symphony@apexlogic.com.
The verification code results in an error.	Ensure there are no additional spaces in the temporary code.
The Office Code is unavailable.	Submit a Ticket if an office code is unavailable.
You cannot set the password.	Verify that the password meets all the listed requirements.
You fail to complete the MFA setup step.	Submit a Ticket for an MFA reset.
You cannot access the necessary features/reports.	Your account requires specific roles (e.g., Program Official, Evaluator). Contact your agency administrator for assignment.

Related Articles / Links

• Set Up and Use Multi-Factor Authentication (MFA)—More details on MFA requirements
• Submit a Ticket to the Symphony Help Desk—For technical help with MFA resets or Office Codes
• Access Symphony-supported Contract Vehicles —For available contract vehicles

Purpose: This guide helps you successfully sign in to Symphony, handle the mandatory Multi-Factor Authentication (MFA) step, and resolve the "Account Inactive" message by following the correct approval path.

Table of Contents

• Before You Start
• Steps

1. Sign In and Authenticate

2. Activate an Inactive Account

3. Reset Your Password

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial facts before attempting to sign in:

• Your account status must be Active (not Initial) to access the platform beyond the login screen.
• You must have your Multi-Factor Authentication (MFA) tool ready (Authenticator App or text-messaging phone).

    

Steps

1. Sign In and Authenticate

Signing in happens in two steps. First, enter your credentials. Then, enter the MFA security code.

1. Verify the URL (Uniform Resource Locator): Ensure the website address matches the correct Contract Vehicle for your account.
2. Accept the FOUO Notice: You must click Accept on the mandatory security and privacy warning message displayed on the welcome screen. FOUO stands for For Official Use Only.
3. Enter your registered email address and password.
4. Click Sign In.
5. You will then be prompted to enter the six-digit code from your MFA tool.

  

Sign In page showing the email and password fields where users enter credentials.

  

2. Activate an Inactive Account

If your account is inactive, the next step depends on your role.

• If you are a Business User (Staff)
  Your account is in Initial status. You must contact your organization's Symphony Administrator and ask them to sign in and change your status from Initial to Active on their Administration screen.
    
• If you are the SAM POC (Administrator)
  To be verified as an Administrator, you must provide proof from SAM.gov.

  

⚠️ CRITICAL: Submit the Correct Documentation. 

Do NOT send a screenshot of the Symphony "Account Inactive" message. We cannot use it to verify your account.

You must provide a screenshot from SAM.gov that includes ALL THREE of these items:
        1. The UEI (Found in the SAM.gov header)
        2. Your Full Name
        3. Your Email Address 
            (Note: You may need to be a SAM administrator to make the email visible)

Above: Example of the correct SAM.gov Points of Contact screen.

Steps to get this data:

1. Log in to SAM.gov.
2. Search for your company and click on the Entity Name.
3. Go to the Points of Contact tab on the left-side menu.
4. Take a screenshot (or print to PDF) ensuring the UEI, Name, and Email are all visible.
5. Submit a Ticket with this attachment.

  

3. Reset Your Password

If you receive an "Authentication Failed" message after entering your password, use the reset option.

1. Click the Forgot Password link on the Sign In page.
2. Enter your registered email address and click Submit.
3. Check your email (including spam/trash folders) for the reset link.
4. Follow the link to create a new password that meets the security requirements.

  

Screen displaying the 'Authentication Failed' status message and the Forgot Password link to reset credentials.

Troubleshooting

Issue	Fix
You are seeing an error message after entering credentials.	Verify your URL first. You may be trying to sign in to the wrong Contract Vehicle portal. If the URL is correct, use the Forgot Password link.
Account Inactive after registration.	You must contact your company's Symphony Administrator to change your status from Initial to Active. (Note: If you are the Administrator/SAM POC, submit a ticket to the Help Desk with your SAM documentation.)
MFA code is not working or expired.	The code has expired or is incorrect. Check your phone's time synchronization. If the issue continues, see the Set Up and Use Multi-Factor Authentication (MFA) guide for troubleshooting.
No password reset email received.	Check your spam or trash folders and the website address. If the email doesn't arrive, your account may not be registered at that email address; try registering a new account.

Related Articles / Links

• Set Up and Use Multi-Factor Authentication (MFA)—Detailed troubleshooting for MFA issues
• Submit a Ticket to the Symphony Help Desk—For SAM POC verification or technical lockouts
• Register Your Symphony Business Account—If you need to start a new registration
• Understand Your SAM and Symphony Access—Guide to verify the correct URL for your account

Purpose: This guide helps you, as a Symphony Administrator, manage other users in your company. It explains their roles, how to activate accounts, and how to fix common administration issues.

Table of Contents 

• Before You Start
• Steps

1. Access the Administration Area

2. Activate or Modify a User’s Status

3. Update a User's Group Membership (Role)  

• Troubleshooting
• Related Articles / Links

Before You Start

Managing users in Symphony works differently than most platforms. Please keep these three rules in mind:

• Self-Registration Model: There is no "Add User" button. You cannot manually invite or create accounts. Your staff must register themselves using your company's UEI (Unique Entity Identifier) and CAGE (Commercial and Government Entity) code to appear in your list.
  
  
• Administrator Status: You must be an Active Administrator to see the Administration link. If you are in "Initial" status, you must verify your own account before you can activate others.
  
  
• One Login = One Company: Your Symphony login is tied to a single legal entity (UEI). You cannot access multiple companies or different UEIs with a single email address.
  • Need to manage a second company? You must register a separate account using a different email address.

  

Steps

1. Access the Administration Area

Once you are an Active Administrator, your team's names will automatically populate in your dashboard as they register.

1. Sign in to Symphony.
2. Click the Administration link in the sidebar.

  

Administration link in the side navigation bar where administrators manage user accounts.

Don't see a colleague's name? If the list is empty or a specific person is missing, it is almost always due to one of the following: They haven't registered yet. They used a different UEI or CAGE code (common for companies with multiple branches). They registered on a different Symphony portal (e.g., Polaris vs. OASIS+).

  

2. Activate or Modify a User’s Status

User status controls if an account is active, inactive, or locked.

1. Click on the row with the User’s Name.
2. Select the user’s status from the pop-up menu and click Save your changes.

  

Status	Definition (What it means for the user)
Active	The user has full access to use the system.
Initial	The user has registered but needs your approval. They will see an "inactive account" message.
Delete	The user loses access. Warning: This prevents the user from re-registering with the same email address again.
Suspended	The account is locked due to inactivity or too many failed sign-in attempts.

  

User Administration screen showing the status dropdown menu with 'Active' selected.

 

3. Update a User's Group Membership (Role)

Group Membership defines the user's permissions. The user's status must be Active for the new role to take effect.

1. Modify user permissions within the Administration link by selecting from the Group Membership options.

Role	Definition (What the user can do)
Administrator	Has full management access and can submit proposals.
Open Market Proposal Manager	Can submit proposals during open solicitations. Cannot access the Administration link.
Program Manager / Contract Manager	Can submit proposals for their awarded contract vehicle.
Staff	Can view task order requests. Cannot submit proposals.

 

Group Membership menu where administrators assign user roles such as Administrator or Staff.
  

Note on Notifications: Only users with communication privileges (i.e., Administrator or Open Market Proposal Manager) receive submission or clarification notifications. Contract notifications (RFPs, Orders, etc.) are managed via a Distribution Email in the My Company → Contracts tab. Staff users do not receive these notifications.

Troubleshooting

Issue	Fix
A user cannot be seen in the Administration list.	Confirm that the user registered on the correct Symphony website and for the same company (matching UEI and CAGE code) as you.
The wrong role is assigned (e.g., Contract Manager/Program Manager).	Key roles like Contract Manager are assigned in the proposal submission or contract management sections, not the Administration link.
An account was deleted, and the user needs to register again.	The Delete status prevents re-registration. You must advise the user to register with a different email address or Submit a Ticket to request the old account be cleared.
The SAM record for a user was updated, but the role didn't change.	SAM updates do not automatically change roles. You must manually assign the user to the Administrator group.
I need to manage multiple companies.	You must use separate email addresses. Each Symphony account is locked to one UEI. To manage a different company, register a new account with a different email.

Related Articles / Links

• Submit a Ticket to the Symphony Help Desk—To reinitialize a deleted account
• Manage Your Symphony Sign-In and Account Activation—For SAM POC verification steps
• Register Your Symphony Business Account—For rules on self-registration
• Assemble and Submit Your Proposal—Industry Partner's main workflow
• Manage Your Awarded Contract—Guide on post-award contract management setup
  

Purpose: This guide helps you update your personal profile details. It also explains how to handle complex changes to your email or organization link, and how to manage your Multi-Factor Authentication (MFA) settings.

Table of Contents

• Before You Start
• Steps

1. Update Your Personal Profile (Self-Service)

2. Change Your Password or MFA Method (Self-Service)

3. Change Your Email Address (Self-Service)

4. Update Your Organization Link (Non-Self-Service)  

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following essential rules for account maintenance:

• You must be able to sign in to complete self-service profile updates.
• Simple Name/Address Updates: If your company name or address changes but the UEI (Unique Entity Identifier) remains the same, the fix is typically a technical data refresh.
• Organizational Changes (M&A): If your company merges or is acquired, your account may need to move to a new UEI. This often requires a Novation.
  
  

  

Steps

1. Update Your Personal Profile (Self-Service)

You can easily change your job title and phone number after signing in.

1. Click the Profile Icon in the top right corner.
2. Select the My Information tab.
3. Update your job title or phone number.
4. Click the Save the Contact Information button.

 

My Profile screen showing the My Information tab highlighted.

2. Change Your Password or MFA Method (Self-Service)

You can change your password or set up a new authenticator app from your profile.

1. Click the Profile Icon in the top right corner and select the My Credentials tab.
2. To change your password, enter a new password that meets the security requirements.
3. To update your MFA method, you can add or update an authenticator app by scanning the QR code.

  

The My Credentials screen showing the password change and QR code sections.

3. Change Your Email Address (Self-Service)

You cannot directly change your email address on an existing account.

1. Register a new account using the appropriate contract vehicle link.
2. Once the new account is active, ask your company's Symphony Administrator to remove your old email address from the system.

  

Registration screen showing the email entry field for a new registration.

4. Update Your Organization Link (Non-Self-Service)

If your company's legal name, address, or UEI/CAGE code is incorrect, you must submit a ticket for the change.

1. Submit a Ticket to the Help Desk.
2. Include your email address and the correct UEI and CAGE (Commercial and Government Entity) code.
3. The Symphony team will determine if the change requires a SAM refresh or full account move. They will complete the required action.
   

 

Note: You must use a unique email address for each company when registering for multiple companies.

 

Help desk ticket submission form showing the fields for company details.

Troubleshooting

Issue	Fix
You cannot access multiple companies with one login.	Your email can only be linked to one company per Contract Vehicle. You must register with a unique email address for each company.
You need to change your name on the account.	You cannot change your name yourself. Submit a Ticket to the Help Desk for a name correction.
Your old email is still linked to the company.	Ask your Symphony Administrator to remove your old email address from the Administration screen.
Your profile information is not saving.	Ensure all fields (phone number, job title) are complete and within the character limit. Click the Save the Contact Information button.

Related Articles / Links

• Manage Your Symphony Sign-In and Account Activation—How to check if your account is active
• Understand Your Account Roles and Permissions—Guide for Administrators on how to remove an old email address
• Set Up and Use Multi-Factor Authentication (MFA)—MFA troubleshooting
• Submit a Ticket to the Symphony Help Desk—For technical account issues

Purpose: This guide helps you set up your mandatory Multi-Factor Authentication (MFA) method and troubleshoot common issues with receiving or using your security code.

Table of Contents  

• Before You Start
• Steps

1. Set Up with an Authenticator App

2. Set Up with Text Messaging (SMS)

3. Change Your MFA Method  

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following security rules before you begin:

• MFA is required for every user and every sign-in attempt.

• Google Authenticator is the recommended app, as it supports multiple accounts.

 

Warning: Users with international or U.S. Territory phone numbers must use an authenticator app, not text messages.

Restriction: MFA codes are not allowed via email due to security requirements.

Steps

1. Set Up with an Authenticator App

This is the most reliable method. It uses a time-based code generator on your smartphone or desktop browser.

1. Download and Install: Search for and install an Authenticator App (e.g., Google Authenticator) on your smartphone or a browser extension.
2. Scan the Code: On the Symphony MFA screen, use your app or extension to Scan the QR code.
3. Confirm Code: Enter the displayed One-Time Passcode (OTP) into the Symphony field to validate the setup.
4. Rename (Optional): If you have multiple accounts, rename the code in the app to reflect the Contract Vehicle (e.g., "Polaris") for easier tracking.
     

MFA setup screen showing the QR code and the field to enter the six-digit passcode.

2. Set Up with Text Messaging (SMS)

If you prefer to receive your code via Short Message Service (SMS), follow this method.

1. Select SMS: On the MFA screen, select the SMS option.
2. Enter Details: Enter your wireless carrier and your wireless phone number.
3. Confirm Code: Enter the six-digit code you receive via text message into the Symphony field to validate the setup.
    

MFA setup screen showing the option to select SMS and the fields for carrier and phone number.

3. Change Your MFA Method

If you need to switch your MFA method (e.g., got a new phone), the steps depend on whether you can still sign in.

1. If you can sign in: Go to your Profile Icon → My Credentials tab to retrieve the QR code and set up your new phone or app.
2. If you are locked out: Submit a Ticket to the help desk, as only the help desk can reset a locked MFA profile.
    
   

My Credentials tab showing the QR code display for MFA changes.

Troubleshooting

Issue	Fix
MFA code is incorrect or expired.	The code is time-sensitive. Check that your phone’s time is correct and synchronized. If using an app, ensure the time is accurate.
Text message code is delayed (takes more than 2–3 minutes).	SMS delivery can be unreliable. Restart your phone, disable Wi-Fi, or switch to the authenticator app method.
You lost your phone or need an MFA reset.	You are locked out. Submit a Ticket with the email address associated with your account. The Help Desk will assist with setting up the new device.
You need to change your MFA method but cannot sign in.	Submit a Ticket with your email and indicate your preferred new method (app or text). The Help Desk will reset your profile.

Related Articles / Links

• Update Your Symphony Account Details—Guide on how to change your profile/MFA while signed in
• Submit a Ticket to the Symphony Help Desk—For MFA resets or technical lockouts

Purpose: This guide outlines the platform's security compliance. It also provides the mandatory technical rules for preparing and uploading all file submissions.

Table of Contents  

• Before You Start
• Steps

1. Prepare Documents for Upload

2. Review Supported Security Classifications

3. Review Platform Security and Compliance   

• Troubleshooting
• Related Articles / Links  

Before You Start

Make sure you know the following mandatory rules and technical limits for all file uploads:

• Tagging Prerequisite: Tag all evidence documents (PDFs) before uploading them to Symphony. Tagging must be done outside of Symphony. See the Manage Your Company's Projects and Tagging guide for full instructions.
• Files must be under 20MB (unless specified otherwise by the solicitation).
• File names cannot exceed 250 characters.
• Prohibited: Classified or encrypted documents are strictly prohibited.

  

Exception: Password-protected documents must be approved by the requesting agency.

 

Document Status Color Key 

The file folder icons use color-coding to indicate their current status.

Folder Color	Status	Meaning
Orange	Documents Present	The folder contains one or more uploaded files.
Gray	Empty	The folder is currently empty; no files have been uploaded.
White	Open/Active View	The folder is currently open or selected by the user.

Steps

1. Prepare Documents for Upload

You must follow specific technical and formatting rules before uploading files to the system.

1. Files must be uploaded in Portable Document Format (.pdf) or the specific file type requested by the solicitation.
2. Do not combine multiple files into a "zip" folder. Files must be uploaded individually.
3. Files must be uploaded directly from your computer. Drag-and-drop from cloud storage (like SharePoint or Google Drive) is not supported.

  

Document upload window showing a file attachment and a size limit warning.

2. Review Supported Security Classifications

The system handles sensitive government data and restricts certain file types.

1. Supported Documents: You may submit documents marked as:
   • CUI (Controlled Unclassified Information)
   • FOUO (For Official Use Only)
   • SBU (Sensitive but Unclassified)
2. Prohibited Documents: Classified or encrypted documents are not permitted.

Document library view showing read-only files.

3. Review Platform Security and Compliance

Symphony follows federal security standards to protect and manage your data.

1. The platform is hosted on cloud.gov with a Federal Information Security Modernization Act (FISMA) Moderate ATO (Authorization to Operate).
2. All data is protected by encryption in transit and at rest.

 

Compliance visualization showing the text 'FISMA Moderate ATO' and data protected by encryption on a cloud server.

Troubleshooting

Issue	Fix
File attachment fails to upload.	Check the file size (must be under 20MB) and ensure the file name is under 250 characters.
You receive an encryption error message.	You must ensure the file is not password-protected or encrypted before uploading.
You need to upload files from a SharePoint link.	You must download the file to your computer first, and then upload it directly from your local drive.
You need to see more detail on security protocols.	Contact the GSA National Customer Service Center for assistance.

Related Articles / Links  

• Manage Your Company's Projects and Tagging—Mandatory guide on tagging documents before upload
• GSA National Customer Service Center—For detailed security protocol inquiries
• Submit a Ticket to the Symphony Help Desk—For technical issues

Purpose: This guide helps you navigate the Support Center to find solutions, explains the fastest way to submit a technical ticket, and outlines the expected response time from the Help Desk team.

Table of Contents

• Before You Start
• Steps

1. Find Answers in the Knowledge Base

2. Submit a Ticket for Technical Issues

3. Track Response Times   

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial facts before contacting support:

• You must know your Contract Vehicle (the specific website URL (Uniform Resource Locator)) and your company's UEI (Unique Entity Identifier) for account-related issues.
• There is no direct phone number available for support.

Steps

1. Find Answers in the Knowledge Base

The fastest way to find an answer is to use keywords in the search bar.

1. Access the Support Center: Go to the Help Desk portal (Help and Information/Support).
2. Enter Keywords: Enter a keyword in the search box. For example, searching for "Multi-Factor Authentication (MFA)" or "Password" yields many useful results.
3. Refine Search: The search uses a "starts-with" mechanism, displaying exact matches first. Do not type a full question.
      

The Knowledge Base search bar showing a convenient keyword-based searching mechanism.

2. Submit a Ticket for Technical Issues

If you cannot find a solution, submit a ticket for a guaranteed response within the service window.

1. Click the Submit a Ticket button in the top right corner of any help page.
2. Fill out the form completely, providing your email, name, and the contract vehicle you are using.
3. Describe the Issue: Explain your problem clearly. Include the Contract Vehicle, the Symphony feature that is failing, and a screenshot of any error message.
4. Click the final Submit button.
     

Ticket submission form showing fields for contact information and issue description. 

3. Track Response Times

Responses are provided only during business hours.

1. Check Service Window: Responses are provided within four business hours (8:00 am - 8:00 pm ET) from Monday to Friday, excluding Federal Holidays.
2. Check Spam: If more than four hours pass during a regular business week, check your junk/spam folders for the client.support@apexlogic.com email address.
3. Video Conference: If your issue requires a meeting, submit a ticket requesting a video conference, and the team will set up a meeting via Google Meet or another tool.
     

Email inbox showing a new message from the support team.

Troubleshooting

Issue	Fix
You submitted a ticket but didn't get a response within 4 business hours.	Check your Spam or Trash folders for an email from client.support@apexlogic.com.
You are having an issue that requires a phone call or meeting.	There is no direct phone number. Submit a ticket and request a video conference; the team will set up the meeting.
Your search is returning poor results.	Use keywords (e.g., "MFA," "UEI") instead of typing a full question, as the search mechanism works best with partial matches.

Related Articles / Links

• Submit a Ticket to the Symphony Help Desk—The direct link to our Customer Service Representatives and Technicians
• Understand Your SAM and Symphony Access—For verifying your UEI

Purpose: This guide gives you a complete overview of the cloud-based Symphony Procurement Suite. It explains the two core modules, Audition and Performer, and details the benefits for every user in the contract lifecycle.

Table of Contents

• Before You Start
• Information Sections

1. The Symphony Mission and Architecture

2. Benefits for Program Office and Industry

3. Technology and Integrations   

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following official disclaimer before you proceed:

• Guidelines and requirements provided by the Federal Government always take priority over any information provided by the developer, Apex Logic, Inc.

• The views and opinions expressed here do not necessarily reflect those of the Federal Government.

Information Sections

1. The Symphony Mission and Architecture

Symphony is a full lifecycle software service. It manages the complex logistics of government contract vehicles in accordance with FAR 16.5.

• Symphony Audition (Pre-Award): This module handles the competition process. It manages configuration, proposal intake, evaluation, and source selection.

• Symphony Performer (Post-Award): This module manages contract administration. It handles fair opportunity task orders and ongoing contract obligations.

• The platform is hosted on cloud.gov with a FISMA Moderate Authorization to Operate (ATO).

Diagram illustrating the platform securely automating the contract process and showing the two modules.

2. Benefits for Program Office and Industry

Symphony enhances transparency and integrity throughout the contract lifecycle by offering specific advantages to each user group.

• For Program Office Managers: The system streamlines the process for issuing master contract RFPs. It simplifies source selection and manages contract vehicles efficiently.

• For Buyers: The platform provides a centralized hub. This helps streamline market research and simplify the ordering process.

• For Industry (Contractors): Symphony is a single entry point for contractors. Users can submit high-quality proposals and store historical contract documents.

3. Technology and Integrations

Symphony is built on an API-first design that allows all user actions to trigger external system calls.

• API Integration: This design allows seamless integration with external systems. It can automatically generate, post, and release orders based on data from third-party systems.

• Contract Intelligence: The system provides insight into programmatic functions. This improves transparency and helps reduce the government’s risk regarding fair opportunity.

• Coming Soon: Maestro: Apex Logic is developing the Maestro module. This AI-powered system will streamline contract management and improve compliance.

Compliance visualization showing the text 'FISMA Moderate ATO' and data protected by encryption on a cloud server.

Troubleshooting

Issue	Fix
I need more information on the company that developed Symphony.	You can visit the official Apex Logic Website for details on its services and mission.
I have questions about a Federal Government requirement (FAR).	You must consult the relevant solicitation documents or address the question directly to the Federal Government.

Related Articles / Links

• Apex Logic Website
• GSA National Customer Service Center
• Submit a Ticket to the Symphony Help Desk

Purpose: This comprehensive guide clarifies your options and responsibilities after the submission deadline has passed for the Alliant 3 solicitation. It details how to handle exchanges, manage amendments, and access final evaluation results.

Table of Contents

• Before You Start
• Steps

1. Monitor and Respond to Exchanges

2. Handle Password-Protected Financials

3. Access Final Results and Debriefs

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following essential facts for the post-submission period:

• Data Lock: Your proposal is locked, and no changes are allowed. Changes made in My Company will not affect your submitted offer.

• GSA Contact: All official communications regarding the evaluation must be directed to Alliant3@gsa.gov (for passwords) or the official email listed in the RFP.

Warning: The system's status (Submitted) will not update until GSA issues the final award notification.

Steps

1. Monitor and Respond to Exchanges

The Program Office may start an Exchange, a message thread used during evaluation. 

1. Access: When notified, log in and go to your submitted proposal's Exchanges tab.
2. Respond: Review the inquiry and enter your response. Note that all business users can respond to an exchange.
3. Attach Documents: Documents can be uploaded on the Attachments tab.
4. Action Required: If you upload documents, you must click Finalize Attachments to confirm the documents are ready for the government's review.

  

Warning: Exchanges are time-sensitive. Failure to respond by the date prescribed may result in removal from consideration of award.

    

Restriction: You cannot recall or make changes to an Exchange message after sending it.

   

Exchanges screen showing the ongoing message thread and the Attachments tab.

2. Handle Password-Protected Financials

If your GSA Form 527 or associated financial documents are password-protected, the password must be submitted separately.

1. Send Password: Email the password for your GSA Form 527 and associated financial documents to A3PSWD@gsa.gov.
2. Information Required: The email must include the Offering Entity Name, UEI, CTA Member Name, and File Name of the protected document.

  

3. Access Final Results and Debriefs

Final evaluation results can be available for download within the portal.

1. Award Notification: When the final award is announced, you will receive a notification outside of Symphony.
2. Access Debriefs: Log in and select the Submitted View for your proposal.
3. Download: Navigate to the Debrief tab and Download the Debrief Letter and any attachments.

Troubleshooting

Issue	Fix
I need to correct a mistake in my original submission documents.	Your proposal is locked. You must contact the Program Office (Alliant3@gsa.gov) directly and advise them of the correction.
You are receiving advisory messages in the proposal summary.	The proposal is locked. These advisory messages were present at submission and are part of the evaluation record. They cannot be cleared.
You need to withdraw your offer after the deadline.	You must contact the Program Office directly at the email address listed in the solicitation.
You cannot access your Symphony account.	If you require access to your Symphony account, contact the Apex Logic Help Desk for a login reset.

  

Related Articles / Links

• GSA Alliant 3 Official Website—Link to official program site
• Manage Post-Submission Communications and Results—How to handle government inquiries
• Submit a Ticket to the Symphony Help Desk—For technical issues

Purpose: This supplemental guide helps authorized Contract Holders on the ASTRO contract vehicle manage employee turnover, maintain correct contract Points of Contact (POCs), and complete necessary contract modifications.

Table of Contents

• Before You Start
• Steps

1. Manage User Access

2. Maintain Contract-Specific Points of Contact (POCs)

3. Initiate Contract Modifications

4. Review and Acknowledge Modifications

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial rules:

• Access: This system is only available for prime contractors who have been awarded an ASTRO contract.
• Subcontracting Opportunity: The average task order on ASTRO exceeds $800M with upwards of 15 subcontractors on each task order.
• Teaming: If you wish to participate by subcontracting, use the AAS GSA ASTRO website to see who the contract holders are on each pool and obtain points of contact: https://aas.gsa.gov/astro.
• Administrative: The Contract Holder must ensure all company users are registered and have the correct roles.

Steps

1. Manage User Access

As an Administrator, you are responsible for activating new users and assigning permissions.

1. Register New Users: New employees must self-register by following the Register Your Symphony Business Account guide.
2. Activate Accounts: Go to the Administration link to change the new user's status from Initial to Active.
3. Assign Roles: Assign Administrator or Program Manager roles to users who require submission authority.
4. Deactivate Users: Use the Delete status in the Administration link to remove access for employees who leave the company.

  

Administration screen showing user list and options to change user status.

2. Maintain Contract-Specific Points of Contact (POCs)

The Contract Managers and Program Managers must be updated when employees change roles.

1. Go to My Company → Contracts → Contract Number link.
2. Select the Points of Contact (POC) tab.
3. Update Roles: Choose the registered user to assign to the Contract Manager and Program Manager roles.
4. Notification Email: Verify that the Distribution email address (a company mailing list) is current and active to ensure notifications are received.
     

Points of Contact screen showing dropdown menus for assigning Contract Manager and Program Manager roles.

3. Initiate Contract Modifications

Only Administrators can start a contract modification for your company.

1. Go to My Company → Contracts → Contract Number link.
2. Select the Contract Modifications tab.
3. Click Start Contract Modification and choose the specific modification type (e.g., Name Change, Address Change, Option Exercise).
4. Follow the on-screen prompts to verify the information against SAM.gov and complete the submission.

Contract Modifications tab showing the option to start a modification.

4. Review and Acknowledge Modifications

If the Program Office initiates a modification, you must review and acknowledge the change.

1. Go to the Contract Tasks tab on the Dashboard.
2. Click the row to view the modification and use the Acknowledge/Accept button when available.
   

    

Note: The final digital signature is performed by the Program Office after you approve the change.

 
Troubleshooting

Issue	Fix
New user cannot sign in (Inactive Status).	You must go to the Administration link and change their status from Initial to Active.
Cannot access the Contract Modifications tab.	Only an Administrator can access this feature. Ensure your account has Administrator permissions.
New POCs are not receiving RFP notifications.	Verify the new POC is assigned the role and that the Distribution email address in the Contracts tab is current and validated.

Related Articles / Links

• Register Your Symphony Business Account—Guide on how employees should register
• Understand Your Account Roles and Permissions—Guide on role assignment and deletion rules
• Manage Orders, Q&A, and Bids (Contract Holders)—Guide to the contract performance workflow
• Submit a Ticket to the Symphony Help Desk—For technical support

Part 1: Set Up Your OASIS+ Assets

Purpose: This guide helps you confirm your eligibility for the OASIS+ contract vehicle. You will learn how to claim initial business system assets in the submission portal.

The OASIS+ Submission Series. Follow these in order to ensure your proposal is compliant:

• Part 1: Set Up Your OASIS+ Assets (Current)
• Part 2: Score and Verify Your Projects
• Part 3: Finalize and Submit Your Proposal

Table of Contents

• Before You Start
• Steps

1. Confirm Your Domain

2. Link Symphony to SAM.gov

3. Set Your Teaming Strategy

4. Claim Your Business Assets

• Troubleshooting
• Related Articles / Links

 

Before You Start

• Active SAM.gov Record: Your System for Award Management (SAM) registration must be current.
• UEI: Have the Unique Entity Identifier (UEI) for your company and all partners.
• CAGE Code: Your Commercial and Government Entity (CAGE) code must match your SAM profile.
• Portal Access: You need an account with admin rights for the OASIS+ Submission Portal (OSP).

Steps

1. Confirm Your Domain

You must understand your set-asides and domains to qualify for the contract.

1. Identify Set-Aside: Choose either the Small Business (SB) or Unrestricted (UR) pool.
2. Select Mission Area: Pick your specific Domain, such as Logistics or Technical and Engineering.
3. Check Thresholds: Review the Domain Qualification Matrix (J.P-1) for the points you need.

  

Chart highlighting the OASIS+ Domains and the two set-aside categories (SB/SE and UR).

  

2. Link Symphony to SAM.gov

Sync your company profile with official government records to ensure data accuracy.

1. Enter UEI: Provide your company's UEI during registration to pull data from SAM.gov automatically.
2. Access Profile: Log in to the OSP and go to the My Company Profile section.
3. Verify Data: Check that your Legal Business Name, Address, and Socioeconomic Status are correct.
4. Submit Ticket: Request a SAM refresh if the data is wrong before you submit.

References:

• Register Your Symphony Account
• Update Your Symphony Account Details

3. Set Your Teaming Strategy

You must set up your team structure in the portal before entering project data.

1. Set Solicitation Preference: Use the dropdown menu to select any OASIS+ solicitation.
2. Add Members: Add team members if you are a Joint Venture (JV) or Prime with Subcontractors.
3. Upload Details: Provide Section K details and SAM.gov Reps/Certs for each JV member.
4. Attach Disclosures: Upload CTA disclosures and Letters of Commitment for all first-tier subcontractors.

Reference: Manage Team Members and MRCLs

Team Member screen showing the Business Factor and Documents tabs.

  

4. Claim Your Business Assets

Document your business systems and certifications to earn mandatory and optional points.

1. Access Factors: Go to My Company and click Business Factors.
2. Upload Plans: Provide your C-SCRM Plan (J-3) and employee compensation policies.
3. Show Capacity: Upload financial resources in accordance with L.5.8.3 to prove financial capacity.
4. Claim Systems, Certifications and Clearances: Select relevant business factors and upload supporting documents.
5. Save Changes: All points claimed here will carry forward to your final proposal score.

Reference: Manage Your Business Factors

Business Factors screen showing the links to the Adequate Accounting System and Approved Purchasing System.

Troubleshooting

Issue	Fix
You are claiming credit for an inactive MRCL (Meaningful Relationship Commitment Letter).	Ensure the MRCL entity is registered as active in SAM.gov.
Security Clearance is not giving credit.	Ensure you uploaded the correct Secret or Top Secret documentation.

  

Related Articles / Links

• Score and Verify Your OASIS+ Projects—How to submit projects and J.P-3 forms.
• Finalize and Submit Your OASIS+ Proposal—How to finalize pricing and proposal contacts.
• Understanding Your SAM Connection—Guide to data pulled from SAM.gov.
• Submit Documents and Understand Security—Guide to acceptable document sizes and types
• GSA OASIS+ Official Website

Part 2: Score and Verify Your Projects

Purpose: This guide helps you map projects to OASIS+ scoring criteria. You will learn to link assets and complete project verification.

The OASIS+ Submission Series. Follow these steps in order to submit a compliant proposal:

• Part 1: Set Up Your OASIS+ Assets
• Part 2: Score and Verify Your Projects (Current)
• Part 3: Finalize and Submit Your Proposal

  

Table of Contents

• Before You Start
• Steps

1. Define Project Eligibility

2. Claim Points

3. Generate Verification Form

4. Tag Documents for Proof

• Troubleshooting
• Related Articles / Links 

  

Before You Start

• Build your project templates in My Company first.
• Confirm your client contact can sign the J.P-3 form.
• Limit your submission to five Qualifying Projects (QPs).

  

Steps

1. Define Project Eligibility

Use the My Company template to ensure assets meet scale and relevance standards. Ensure your project was active in the last 5 years. 

1. Create Project: In My Company, define your project's Contract Type.
2. Verify Relevance: Use NAICS and PSC codes to determine relevance to your Domain.
3. Verify Value: Enter the Period of Performance (POP) and Total Contract Value (TCV).
4. Enter Management Data: Quantify subcontractors in the Teaming question to claim Management & Staffing points.
5. Review Project AAV: Ensure the Average Annual Value (AAV) meets the Domain Matrix threshold.

Project Details screen showing input fields for TCV and Period of Performance (POP).

2. Claim Points

Add the project to your submission and claim core point factors.

1. Access Proposal: Click Start Domain Submission and navigate to the Projects section.
2. Add Project: Select your project from My Company and add it to the proposal.
3. Claim QP/FEP: On the Performance Factor screen, formally claim the project as a QP or FEP. Claim additional factors as needed.

The Performance Factors screen showing the Qualifying Project (QP) checkbox highlighted.

3. Generate Verification Form

Obtain the required client signature for your project.

1. Access Project View: Click the Project Title link within your proposal submission.
2. Generate Form: Click Generate Project Verification Form to create the J.P-3 document.
3. Obtain Signature: Send the system-generated J.P-3 form to your client contact.
4. Re-upload: Upload the signed J.P-3 to My Company → Projects/Past Performance before you submit.

Project Detail view with the Generate Project Verification Form button highlighted.

4. Tag Documents for Proof

Use document tags to provide evidence for every point you claim.

1. Tag Documents: Add keyword reference tags to your supporting PDF files.
2. Claim Credit: Enter the exact tag keyword into the Location in the File field.

The Performance Factors section showing the Location in the File input field.

Troubleshooting

Issue	Fix
Project is not counting toward your score.	Check for scorecard messages relating to project eligibility. Verify the Performance Factor claims.
Project value error message.	Verify that the Average Annual Value, not the Total Contract Value, meets solicitation and domain minimum.
Scale points exceed the maximum.	This message is only advisory and no action is needed; the system will cap the points automatically.
Small Business Subcontracting Plan message appears.	For Small Business offerors, ignore this message. It is there only for OTSB (Other Than Small Business) organizations and does not apply to Small Business applicants.
You cannot use a CPARS report.	Review RFP section L.5.6.2 for requirements when CPARS is not available.
The system displays an invalid score error.	Review the J.P-1 Matrix and scorecard error messages; you may have claimed too many points for one item.

Related Articles / Links

• Part 1: Set Up Your OASIS+ Assets—Guide to eligibility and configuring assets.
• Manage Your Company's Projects and Tagging—Detailed guide to the document tagging process.
• Part 3: Finalize and Submit Your Proposal—Guide to finalizing and submitting your offer.

Part 3: Finalize and Submit Your Proposal

Purpose: This guide walks you through the final assembly. You will learn to assign contacts and upload pricing files.

The OASIS+ Submission Series. Follow these steps in order to submit a compliant proposal:

• Part 1: Set Up Your OASIS+ Assets
• Part 2: Score and Verify Your Projects
• Part 3: Finalize and Submit Your Proposal (Current)

Table of Contents

• Before You Start
• Steps

1. Assign Proposal Contacts

2. Upload Pricing Documents

3. Review and Certify  

• Troubleshooting
• Related Articles / Links

Before You Start

• Pricing Files: You must have one Excel (.xlsx) file and one matching PDF document.
• Permissions: Only an Administrator or Open Market Proposal Manager can certify the bid.
• Deadlines: Proposals are final once evaluation starts.
• Roles: Ensure your Contract Manager (CM), Program Manager (PM), and Authorized Signatory (AS) are registered.

Steps

1. Assign Proposal Contacts

You must assign specific roles for each solicitation you target.

1. Select Roles: Go to the Points of Contact section in your Solicitation submission.
2. Assign Staff: Choose a CM, PM, and AS from your registered user list.
3. Upload SF-33: Attach a signed SF-33 form for every solicitation.

Points of Contact section showing fields for CM, PM, and AS assignment.

  

2. Upload Pricing Documents

Provide your financial data in the required formats.

1. Open Cost Section: Navigate to the Cost/Price section in My Company.
2. Upload Excel: Attach your pricing spreadsheet in .xlsx format.
3. Upload PDF: Attach your supporting PDF, such as a Basis of Estimate.

Reference: Manage Your Cost/Price Submission

Cost/Price section showing the form upload link.

  

3. Review and Certify

Use the system validation tools to check for errors before the final click.

1. Check Live Score: Open the Review tab to see your current Live Score.
2. Resolve Alerts: Review all validation messages to ensure your bid is compliant.
3. Submit Proposal: Click Submit Proposal to finish.

  

Domain Submission Overview showing the Submit Proposal Button for all Domains. 

  

Important: Clicking 'Submit' is the final action. Symphony does not send an email confirmation. Your confirmation is the 'Submitted' status and timestamp appearing on your Dashboard.

    

Troubleshooting

Issue	Fix
Pricing file shows a validation error.	Ensure the file is a .xlsx and that you did not remove any template rows.
Warning: Price exceeds maximum.	This is an advisory only.
Cannot assign proposal Points of Contact.	Verify the person is an active, registered user in Symphony.
Missing mandatory forms.	Upload the SF-33 or SF-30 to the Solicitation Documents tab.

Related Articles / Links

• Part 1: Set Up Your OASIS+ Assets—Guide to configuring your My Company assets
• Part 2: Score and Verify Your Projects—Guide to project creation and verification forms
• Submit a Help Ticket—Link to the Symphony Help Desk for technical issues
• OASIS+ Post-Award and Contract Management—Guide to post-submission rules
• Submit Documents and Understand Security—Guide to file type constraints