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Past Performance

How to manage and select Past Performance in Proposals V2, including past performance setup, write-ups, and aligning experience to proposal requirements.

Written by Matt Miller

Overview

The Past Performance feature allows you to store, manage, and reuse prior contract experience across proposals. Once configured, Past Performance records can be selected and included in proposal responses, supporting compliance with solicitation requirements and strengthening proposal credibility.

Past Performance records are linked to Contracts and become available for proposal use when the related opportunity is marked as Outcome = Won.

If you started with Document Package, Past Performance requirements may already be identified as part of the workflow. You can then select and align the appropriate records within this tab.

How is Past Performance Used in Proposals?

Past Performance is incorporated into your proposal by selecting relevant contract records and associating them with your response.

This process includes:

  • Preparing contract data

  • Creating or attaching write-ups

  • Selecting relevant past performance for the proposal

Step 1: Mark Opportunities as Won

  • Navigate to your pipeline and open the opportunity record.

  • Ensure the Outcome field is set to Won.

  • Only opportunities marked as Won will appear under Contracts and be available for Past Performance selection.

Step 2: Verify Past Performance Records

Navigate to the Past Performance section and open the record.

Confirm the following fields are populated:

  • Agency

  • Total Contract Value

  • Company Value

  • Period of Performance (POP)

  • Role (Prime or Subcontractor)

  • Workshare percentage

  • Past Performance Summary

This information supports filtering, selection, and proposal generation.

Step 3: Create Past Performance Write-ups

Navigate to your proposal and click Add Past Performance Writeup.

You can choose one of the following:

Create New Past Performance Write-up

Use the built-in editor to create and manage Past Performance narratives directly within NextStage.

Attach External Past Performance Writeup

Attach existing content from SharePoint or upload files.

This allows you to reuse CPARS reports, proposal write-ups, or contract summaries.

Step 4: Select Past Performance for the Proposal

From here, you can:

  • Browse available Past Performance records tied to Won opportunities

  • Select the records most relevant to this opportunity's requirements and evaluation criteria

  • Associate a writeup with each selected record

  • Remove or swap a selection at any time before the proposal is finalized

Selected Past Performance records will be reflected in your Proposal Outline and Pink Team Draft.

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