Please follow these instructions to successfully add non-federal projects to your Company Assets in Symphony.
Step 1. Go to Projects
Step 2. Start Your Project Reference
Step 3. Upload all your Project Documents
Step 4. Complete Your Project Details
Step 5. Review and Complete
1. Go to Projects
Navigate to My Company and select the Projects/Past Performance tab.
Click the +New Project Experience button to add projects to your company assets before starting your proposal.
2. Start Your Project Reference
To start your project reference, provide the requested information. New Projects are entered by filling in the fields and following the steps relating to your Project References, Documents, and Details.
The first three options 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 you to enter the name of the customer that the project was for.
If you are adding a project where you performed as a subcontractor, since you are not contracting directly to the government, this would be considered a commercial project. You would then enter your subcontract information and you would be the Team Member on your contract.
First-Tier Other Than Small Subcontractor to a US Federal Government Contract allows you to enter the name of the customer that the project was for and applies to companies that are Other than Small Businesses (OTSB). The customer is usually the Prime contractor that had the privity of contract with the government, and then the Federal department name and agency that their contract was with can be selected.
First-Tier Small Subcontractor to a US Federal Government Contract allows you to enter the name of the customer that the project was for and applies to Small Businesses. The customer is usually the Prime contractor that had the privity of contract with the government, and then the department name and agency name that their contract was with can be selected.
In Commercial and Other Types of contracts, the prime contractor field is now the "Team Member who performed the work on this project".
3. Upload all your Project Documents
Use descriptive file names that explain what information is contained in the documents that support your claims. Uploaded files should have annotations (“tags”). Please reference the Symphony Tagging folder for more information. Some recommended tags are:
Other Direct or Indirect Costs
Number of locations
Outside of the Continental United States
Period of Performance
Product and Service Code (PSC)
Total Contract Value
Use the File Reference field to direct the evaluators to the relevant project document.
Use simple “tags” to make this process easier for yourself and the evaluators.
You cannot rename or tag your files in Symphony. This must be done outside of Symphony and then re-uploaded.
4. Complete Your Project Details
When you add Projects to My Company, all the project details entered 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 but may be required in future solicitations. If a question is not related to the solicitation then it is not a requirement and is not scored. You can choose to ignore them. The solicitation should always be used as the source of truth.
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 your company assets. Use the Project title as a link to review the general information and documentation.
Return to the Dashboard and go to the Solicitations tab to add projects to your submission.
Performance Factors will then be available for additional scoring elements.
Please reference the Offeror Support folder for more information.
If you still need help, contact us.
Users should be aware that the information available on this website may not reflect the official positions of the government. Views and opinions expressed by agents of Apex Logic, Inc. are those of the employees and do not necessarily reflect the view of the government or any of its officials. Guidelines and requirements provided by the 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.