Changing a Proposal

Complete these instructions to revise a proposal in Symphony. 

1. Go to a Proposal 

From the Dashboard, use the Continue Submission button to identify the changes to make (See Figure 1).

Figure 1. Locate the Continue Submission button for the desired proposal.

2. Look at the Proposal Overview

The Proposal Overview summarizes the proposal information, such as Team Members, MRCLs, Project Experience, and Business Factors for the Contract Vehicle (See Figure 2). Links to the Document Library and the SAM data are also at the bottom of this page. 

Figure 2. The Proposal Overview is a high-level summary of the assets included in a proposal.

3. Verify the Company Assets

Looking at each section of a proposal verifies the data provided for Team Members, MRCLs, Project Experience, and Business Factors. 

• In Symphony, users can add different assets to each submission (See Managing References in My Company).
• Users needing to change data may need to withdraw the asset before returning to the company profile (See Figure 3). 

• Once changes are complete in My Company, users can add the asset back to a proposal.
• To delete a Team Member, the team member cannot be included in any project experience or unsubmitted proposals. Make a temporary exchange with another team member in the project data.

Figure 3. The Withdraw button is available when removing assets, such as Team Members, from a proposal. 

4. Modify the Performance Factors

When adding projects to a proposal, users must claim Performance Factors to earn additional points for the solicitation (See Figure 4). Link to a file for reference and provide reference “tags” (See Tagging Documents).

Figure 4. The Performance Factors are available by using the Begin or Modify button next to each project in a proposal.

• Users can reference multiple documents and select or deselect these references as needed. 
• Consider swapping documents as file references if making changes. 
• Tags are at users discretion and are not limited to the pre-populated tags provided by Symphony. Users can add as many tags as needed.

5. Review the Proposal 

The Live Score is displayed at the top of the screen in a proposal. Selecting it allows users to review the Scorecard, what the point values are, and how many points are accumulating while building an offer (See Figure 5). 

Figure 5. The Live Score updates points based on the data added to a proposal.

The Review Tab

Reviewing the proposal helps users see how each section is scored (See Figure 6). 

• Warning and error messages are only for advisory purposes and remain through proposal evaluation.

Figure 6. The red and orange messages are intended to guide users to the corrections that may be necessary for a compliant proposal. 

6. Submit the Proposal

Symphony will not prevent a SAM POC Administrator or Open Market Proposal Manager from certifying and submitting a proposal (See Figure 7). (See Administration Basics).

Figure 7. Only authorized users are allowed to certify and submit proposals.  

Once submitted, the selected pool will display the submission date and time, with the option to view the details from the Dashboard (See Figure 8). 

Figure 8. The View Details link is part of the Submitted proposal message.

Note: Authorized users can retract submission(s) if a company needs to make edits before the solicitation deadline (See Figure 9). 

• Resubmit after making changes. 
• Once the Solicitation deadline occurs, all assets will be frozen.

Figure 9. Authorized users can retract the submission(s) by acknowledging the pop-up after selecting Modify Submission.

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