Why My Company Matters

Modified on Thu, 15 Aug at 4:18 PM

This overview explains how to work in the My Company section within Symphony. 

 

My Company is the company asset library. It is used for Solicitations and Contract Management.

  • My Company is where users compile their company asset library before proposal submission. 
  • The company asset library is reusable across all proposal submissions.
  • The Company Overview summarizes all assets; such as Team Members, MRCLs, Projects/Past Performance, and Business Factors. 


1. The Company Overview

The first screen is the Company Overview. Make sure the company name and SAM.gov Unique Entity Identifier (UEI) are for the company that will be prime for the proposal(s) or contract(s) (See Figure 1)


The Company Overview in My Company

Figure 1. The Company Overview in My Company


2. SAM Data

SAM data is pulled directly from the SAM.gov record. 

  • SAM Data is for display use only. 
  • Incorrect data must be updated at SAM. It is the official record. 
  • A request to refresh the SAM data may require a contract modification and a ticket to the help desk outlining the changes (See Figure 2). (See Understanding the SAM Connection).

 SAM Data in My Company is retrieved at first registration

Figure 2.  SAM Data in My Company is retrieved at first registration.


3. Team Members

For solicitations, the prime company is the first team member in the asset library (See Figure 3). If a company has additional team members, use the Team Members tab to add them to the asset library (See Adding Team Members/CTAs).


The New Team Members option in My Company

Figure 3. The New Team Members option in My Company 


Symphony Team Members refers to Contractor Teaming Arrangements (CTAs). 

  • Team Members can be Joint Venture members, subcontractors, SBA Approved Mentor-Protégé Joint Venture Members, and more. 
  • Team Members are not company users (See Managing Other Business Users).

 

4. MRCLs

For solicitations, MRCLs are available for Meaningful Relationship Commitment Letters. If a company has MRCLs, use the MRCLs tab to add them to the asset library (See Figure 4). (See Leveraging MRCLs).


The New MRCL option in My Company

Figure 4. The New MRCL option in My Company 


5. Projects and Past Performance

Projects & Past Performance are defined by their title, contract number, and Prime Contractor for solicitations (See Figure 5)

 

The New Project option in My Company

Figure 5. The New Project option in My Company


After adding the project details to My Company, users can add pool-specific factors related to their projects/past performance in a proposal (See Documenting Projects/Past Performance).

 

6. Business Factors

For solicitations, Business Factors include systems, certifications, clearances, and other documents relevant to the company's asset library (See Figure 6)


Business Factors in My Company

Figure 6. Business Factors for Claiming in My Company 


  • The Business Factors for the prime company or MRCLs appear claimed or unclaimed in the overview (See Claiming Business Factors). 
  • Any business factors that belong to a Team Member will not be displayed on the company overview. They belong to the Team Members. 

 

7. Contracts 

Contract management activities occur in this section when a contract is awarded for a Contract vehicle in Symphony (See Figure 7). (See Using Symphony as a Contract Holder).


Contract management activities occur in the Contracts section when a contract is awarded

Figure 7. The Contracts section for the Contract Vehicle's Awards and Management.


8. Documents

All files users upload to My Company can be viewed in their corresponding folders in the Documents library. 

  • Documents can be used in multiple proposals and across solicitations. 
  • Solicitation-specific documents become duplicates that cause more work for users and the evaluators.  
  • Users cannot add or remove documents from this view-only screen. 


The Read-only Document Library in My Company

 Figure 8. The Read-only Document Library in My Company


  • Symphony is designed for users to complete their Company Assets before starting a proposal (See Using Symphony for Proposal Intake). 
  • Any changes will be reflected in all proposals unless the proposal has already been submitted. 
  • Once a Solicitation deadline is met, no changes are allowed to the submitted proposal to protect the integrity of the original offer. 


Watch this video for a brief overview.

 

Need help? Contact us  


Users should be aware that the information on this website may not reflect the official positions of the Federal Government. The views and opinions expressed by agents of Apex Logic, Inc. are those of its employees and do not necessarily reflect those of the Federal Government or any of its officials. Guidelines and requirements provided by the Federal Government in the form of solicitations, amendments, modifications, or any other communications supersede any information provided by Apex Logic, Inc. If you have questions about this disclaimer, please contact us.

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