Non-Federal Project Experience

Modified on Wed, 27 Nov at 4:33 PM

Follow these instructions to add non-federal projects to Company Assets in Symphony.

 

1. Go to Projects 

  1. Navigate to My Company and select the Projects/Past Performance tab. 
  2. Click the +New Project Experience button to add projects to company assets before starting a proposal (see Figure 1).


Adding New Projects in My Company, Projects/Past Performance.

Figure 1. Adding New Projects in My Company, Projects/Past Performance.


2. Start the Project Reference

New Projects are entered by filling in the fields and following the steps relating to Project References, Documents, and Details. Non-federal Project types are available when selecting the type of contract (see Figure 2).


Location of the Contract Types in the Project Entry screen

Figure 2. Location of the Contract Types in the Project Entry screen. 


The first three options in Contract Type are not Federal Contract Types. They are Commercial and Other Types.

  • State/International/Non-US Fed Govt/Commercial Projects
  • First-Tier Other Than Small Subcontractor to a US Federal Govt Contract
  • First-Tier Small Subcontractor to a US Federal Govt Contract



State/International/Non-US Fed Govt/Commercial Projects allow users to enter the name of the customer who requested the project performance (see Figure 3).

  • If adding a project performed as a subcontractor, since this is not a contract directly with the government, this would be considered a commercial project.  
  • Enter the subcontract information and select the Prime company as the Team Member on the contract/project.


Commercial Project Types in Projects/Past Performance Screen

Figure 3. The State/International/Non-US Fed Govt/Commercial Project type and Team Member Project details


First-Tier Other Than Small Subcontractor to a US Federal Government Contract allows users to enter the name of the customer who requested the project performance. 

  • This type applies to "Other than Small Business (OTSB)" companies. 
  • The customer can be the Prime contractor with the privity of a contract with the government; then the Federal department name and agency that awarded the contract can be selected.


First-Tier Small Subcontractor to a US Federal Government Contract allows users to enter the name of the customer who requested the project performance.

  • This type applies to Small Businesses
  • The customer is usually the "prime" contractor with the privity of a contract with the government; then the department name and agency name that awarded the contract can be selected. 



In Commercial and Other Types of contracts, the prime contractor field becomes the "Team Member who performed the work on this project".

  • Adding Team Members or MRCLs to My Company > Team Members or My Company > MRCLs before adding projects makes them available for reference as the Team member who performed the work in the Project entry screen. 
    • If using a subcontractor's projects and they were the primes on those projects, add them as team members.
    • All Team Members' or MRCLs that will be part of an offer must be added to Symphony using a UEI and Cage. 
  • Companies should only be added in My Company > Team Members or My Company > MRCLs if they are participating the current proposal.
    • If a company managed subcontractors on a project as the prime, users do not need to add the subcontractors as team members. Users only need to upload the supporting document to the respective project.
    • If users claim experience as the prime on a project with a previous Joint Venture company, users do not need to add them as team members. Users only need to upload the supporting documents in the respective project showing the relationship and include verification for the portion of work that was performed.

3. Upload Project Documents

Before uploading project documents, give them descriptive file names (see Figure 4).

Uploaded files should have annotations (“tags”). (See Symphony Tagging). 


Uploading Project DocumentsFigure 4. Uploading Project Documents


Some recommended tags are listed below. (See Table 1).

 

COSTS
 Other Direct or Indirect Costs
CR 
 Cost Reimbursement
FOREIGN
 Foreign Location Performance
FTE
 Full-Time Equivalents
LOCATIONS 
 Number of locations
NAICS
 North American Industry Classification (NAICS) code
OCONUS 
 Outside of the Continental United States
POP 
 Period of Performance
PSC
 Product and Service Code (PSC)
TCV 
 Total Contract Value
TEAMING 
 Subcontractor/Teaming

Table 1.

 

  • Rename or tag files outside Symphony.
  • Use simple “tags” to make this process easier for the evaluators.
  • File References direct the evaluators to the relevant project document (see Figure 5).
     

4. Complete the Project Details


The project details will be considered against the scorecard as they apply once the project is added to a proposal and additional Performance Factors are claimed. 

  • Some project details are optional and can be required in future solicitations. 
  • If a question does not relate to the solicitation, it is not a requirement and is not scored. 
    Users can choose to ignore it. 
  • The solicitation requirements supersede the Symphony platform. 


Figure 5. Core Project Details 


5. Review and Complete

Review the project's general information and documentation. Save and Complete to add the project.

  • A table will display the added Projects/Past Performance and the ability to view, edit, or delete them from the company assets. Use the Project title as a link to review the general information and documentation. 


6. Next Steps

  1. Return to the Dashboard and go to the Solicitations tab to add projects to a submission. 
  2. Performance Factors will then be available for additional scoring elements (see Figure 6). (See Navigating Open Market Solicitations). 


Additional Project Questions are available when the project is added to a proposal

Figure 6. Additional Project Questions are available when the project is added to a proposal.


Need technical 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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