captureplanning.com Learn about proposal writing and business development




How to get the most out of our web site:
CapturePlanning.com is a huge resource for learning about business development and how to win proposals.

Fill in the box below so we can keep you up-to-date with the latest best practices for winning more business.

Enter Your Email Address:

Join the 72,677 other professionals who are part of our extended family.

Customer Login


Automating Past Performance Data Base Management

These days, winning Federal Government proposals often comes down to past performance. I worked on an Air Force bid recently where price didn't even get evaluated unless the bidders were equal in their past performance evaluation scores. Since the Government is putting more emphasis than ever on past performance, it is in the contractor's best interest to prove a strong case by providing as much relevant past performance information in the final proposal document as possible. Contractors that have a proven record of performing well tend to have a better chance of winning than those that do not, or those that are not able to show any proof.

It is not unusual for Government contractors to keep past performance information in disparate sources, often in multiple Excel files and/or physical paper folders on someone's desk. It's the sort of thing that should lend itself to a re-use repository or database, but that turns out to be harder than you would think, and selecting the most relevant past performance information is usually done by the person with the most institutional memory.

Synchris recently enhanced Privia to include new features specifically designed to support tracking past performance information. With Privia, you can centrally store past performance information for your company and all teaming partners in one repository.


What's nice about the past performance feature is that, in addition to being able to capture the information, which any database could do, you can use Privia's workflow features to keep your past performance information up to date. This eliminates one of the biggest problems that companies face: keeping information current because points of contact and other key details change frequently on projects.

Most companies deal with this through annual updates. It then becomes a huge undertaking and requires many, many hours of effort. With Privia, these updates become simple. You route all the files out for updates and when complete, the centralized database is "automatigically" updated.

In addition to annual updates, every time you use a project description you must check to make sure that the information you have is up-to-date. With Synchris you can add workflow tasks to route the project description to the appropriate people to get it updated. Automatic routing makes this process easier and faster to accomplish.


Privia also helps with the other big problem: locating the most relevant projects to use to pursuit your opportunity. Privia provides a keyword search tool, but it also goes way beyond simple search. It allows you to pull the past performance information stored in your repository into your Opportunities, enabling managers to quickly identify which potential teaming partners have done work in the task areas specified in the statement of work. This allows you to identify potential teaming partners in a much more efficient way. The outcome of putting these components together is the automatic generation of a capabilities matrix, which you can then store back into the opportunity workspace in Privia.


Privia even solves a tricky problem with building a past performance database. How do you handle ID/IQ contracts and task orders? A task order contract has multiple projects associated with a master contract. Privia creates a parent-child relationship between contract vehicles and task order requests. This preserves the relationship so that you can reference the task order project or the master contract, depending on the RFP instructions.


If you are struggling with managing your Past Performance data or if you need a less effort-intensive approach, you need a tool like Privia that understands the idiosyncrasies of Government contracts. By using the automated workflow system, you can streamline the process of finding, updating, approving, editing, and using past performance. And anything you do to improve this process can help you improve your score in this critical area and pay for itself by improving you win rate.

 


Return the Favor!

Show the author of this article some love and appreciation by posting a link to it or emailing a friend and telling them about it. Thanks!






The hundreds of articles in our free library are derived from The CapturePlanning.com MustWin Process and other documents that we sell. The articles discuss the theory and foundations of the techniques we have developed. But if you want our templates, forms, and process documentation that turn theory into documents and tools ready to be put to work, you should consider our premium content.


Our Premium Content:
Individual tutorials and guides to help you develop business and write proposals or full access memberships for those who seriously want to win:

MustWin Step-by-Step Process for Capturing Leads
How to Survive Your First Business Proposal
How to Write an Executive Summary
Proposal Format and Samples Package
Quick and Dirty Guide for Writing a Last Minute Proposal
Business Proposal Sample Makeover - Before and After
How to Write a Management Plan
509 Questions to Answer in Your Proposals
Business Development for Project Managers & Engineers
Business Start-Up Planning Workbook
51 Tips for Microsoft Word

Get them all at a discounted price with a membership!

Free Article Topics:
Proposal Writing
How to Write a Business Proposal
How to Write an Executive Summary
Proposal Writing for Professional Services
Proposal Management
Win Strategies and Themes
Red Teams & Proposal Quality Validation
Proposal Process & Procedures
Proposal Training
Business Proposal Software
Business Proposal Tips
Business Proposal Graphics
Oral Proposals and Presentations
Marketing & Business Development
Sales Letters & Copy Writing
Bid/No-Bid Decisions
Government Contracting
Request for Proposals (RFP)
Small Business Innovation Research (SBIR)
Small Business Development & Startup
Management & Career Center
Just for Fun...


Miscellaneous
Home
About Us...
Privacy Policy
Site Terms of Usage
Contact/Send Us Feedback

Copyright © 2007. Please review the Terms of Use prior to copying or distributing.