Participating in Exchanges

Authorized users will be notified of an exchange request and can respond in Symphony by following these steps. 

1. Find the Request

1. Find the Submission stated in the notification on the Symphony Dashboard. 
2. Select View Details for the Submitted proposal in the referenced solicitation (see Figure 1). 
3. The proposal details are displayed.
4. Select Exchanges from the left menu.
5. A notification icon displays by the new message (see Figure 2).

Figure 1. The View Details link appears after the proposal submission.

Figure 2. A new message in the Exchanges component.

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2. Provide a Response

All Business users can respond to an exchange

1. Select the Exchange title.
2. View and send messages to the requester (see Figure 3). 
3. View and upload documents on the Attachments tab (see Figure 4). 
   • A user uploading a document can delete it when it is in the Draft Attachments folder.
   • Finalize Attachments to lock the document(s).

Figure 3. The Exchange screen.

Figure 4. The Attachments tab.

• Symphony will immediately notify the requester when messages are sent from an Ongoing request.
• Users can view exchanges at any time. 
• Multiple messages can be sent in the exchange, so this feature can be used to ask clarifying questions of the government.
• The program office will close the exchange when no further communication is required.

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