Monitoring Contract Vehicle Performance

Modified on Fri, 25 Oct at 5:12 PM

Symphony is a full lifecycle procurement Software as a Service (SaaS) platform allowing government organizations to manage complex contracts and ensures organizations are purchasing according to fair opportunity laws and rules. Symphony enforces transparency and integrity in both the initial contract award and contract management.

Symphony Users

Role	Description
Contract Vehicle Program Officers	Program Officers are managers. They can view all activities happening within the contract.
Ordering Contracting Officers	Contracting Officers can create and submit orders, manage Q&A, and award proposals.
Contract Holders	Industry Partners. They can view released orders, submit questions, upload proposals, and manage contract data.

Navigation
Upon signing in, all users will have a personalized view of the Symphony Dashboard (see Figure 1).

Figure 1. The Symphony Dashboard for a Contract Vehicle Program Officer.

Dashboard: Click this link to access the personalized dashboard for the role.
Reports: Click this link to view, sort, and export reports for analysis and performance tracking as applicable to the contract vehicle. (See Using Reports for Contract Management).
Help & Information: Click this link to access tutorials or request assistance from the Symphony help desk.
User Icon: Click the user icon to log out or access account information. (See Updating Profile Information).
Orders Being Processed: An overview widget.
Announcements. (See Making an Announcement).
Contract Holder Performance: Updates occur nightly.

Understanding Orders

Figure 2. Order options for the Program Office.

Orders: View, filter, and sort orders. Click the tracking number to see more details about a specific order (see Figure 2). If a link is unavailable, the user doesn't have permission to view the order.
My Tasks: View outstanding tasks or what the Program Office may need to approve for an order.
External Orders: These are orders placed outside of Symphony and loaded via a template as a reference for contract holders when required by the Program Office (see Figure 2). The location where the order is placed will contain the documents and more information. External Orders cannot be accessed via Symphony.

Order Status

The actions to take depend on the status of a task order and the Symphony configuration requirements. The actionable status options are:

DEFINITION	An order will be in Definition status after "Ordering Activity" users enter and save the title. Definition orders do not have a Release Date. In some configurations, Program Officers may be able to see and edit task orders in DEFINITION.
SUBMITTED	A submitted order is pending approval by the Program Office. Once the Program Office acts on a Submitted order, the order status can change to the following:
DEFINITION - REVISION REQUESTED	An order in definition-revision requested status means the Program Office requested clarification. Ordering Contracting Officers view the Program Office comments in the approval history tab. Ordering Contracting Officers should make the proper changes and re-submit.
RELEASED	Contract Holders receive notifications and can see a released order. Contract Holders should respond to an order by submitting a proposal or a No Bid response. A released task order can have Program Officer's approval.
PENDING QUESTIONS	A released task order with pending questions gives the Contract Holders the option to ask questions before the Question Period ends. Ordering Contracting Officers use the Respond to Questions tab to check and answer questions submitted by the Contract Holders. (See Responding to Questions).
PENDING PROPOSALS	A released task order with pending proposals means Contract Holders must respond by uploading a proposal or submitting a No Bid response. Note: Contract Holders submitting responses before the deadline can modify and re-submit.
EVALUATION	When an order is in Evaluation status, Ordering Contracting Officers evaluate proposals and award a Contract Holder.
SELECTION MADE	An order has the Selection Made status when the Ordering Contracting Officer's award Contract Holders and the Program Office may have final approval. Go to the Awards tab to see the Contract Holders who can receive the Award. Note: If the Program Office requests clarification, the status returns to evaluation. Ordering Contracting Officers view the Program Office comments in the Approval History tab and must submit the award selection again.
AWARD APPROVED	When the Ordering Contracting Officers submit their award choice, the status is award approved, the Awards tab is available, and users can see the Contract Holder who received the award. An Award Approved task order can also have Program Officer approval.

Watch the following general overview video to learn more.

Click here to watch the video on YouTube.

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