Stop 5

Build past performance

Buyers score your past work to judge whether you can do theirs. Commercial jobs and subcontracts often count, but only if they are written down, with references ready, before the bid drops.

Before you start

Have these ready

Steps

  1. Read what each solicitation counts

    Each solicitation sets its own rules for past performance: how recent, how large, and how similar. Read that section before you pick projects. Some accept private-sector or subcontract work. If it is not clear, ask during the questions period.

  2. Build a project inventory, including commercial work

    List every job that shows you can do the work, public or private. Commercial clients, subcontract roles, and work for nonprofits all count when the solicitation allows them. Capture the same facts for each one:

    • Client
    • Start and end dates
    • Contract value
    • Your role (prime or sub)
    • Scope in one or two sentences
    • Result, with a number if you have one
    • Reference name and contact details
  3. Get reference permission and short letters now

    Call your best clients before you need them. Ask whether you can list them as a reference and whether they will write a short letter on their letterhead. Tell each reference when they might get a call, so they pick up.

  4. Write a one-page capability statement

    A capability statement is a one-page summary of what you do, for buyers and primes who have 30 seconds. Keep one general version and tailor it for each agency or prime.

    Core competencies
    Three to five things you do, in the words buyers use.
    Differentiators
    Why you, in facts: response time, licenses, equipment, bonding capacity.
    Past performance
    Three projects. For each, name the client and say what you did and what it was worth. Commercial work counts.
    Company data
    Your UEI and CAGE code, NAICS codes, certifications, and the payment methods you accept.
    Contact
    One named person with a direct phone number and email. Add your website.

    Example

    Example Electrical Contractors LLC

    Commercial electrical installation and maintenance for public facilities

    Core competencies
    • Lighting retrofits
    • Service upgrades and panel replacement
    • Preventive maintenance contracts
    Differentiators
    • Master electrician on every job
    • 24-hour emergency response in Bexar County
    • $2M bonding capacity
    Past performance
    • Office park lighting retrofit, private owner, $180K
    • School district panel upgrades, subcontractor, $95K
    • Clinic preventive maintenance, 3 years, $60K a year
    Company data
    • UEI: [your UEI]
    • CAGE: [your CAGE]
    • NAICS: 238210
    • Certified SBE, HABE
    • Jordan Example, Owner
    • (210) 555-0100
    • jordan@example.com
  5. Start with smaller jobs and subcontract roles

    Your first public record often comes from a subcontract or a small purchase. Agencies buy smaller amounts with simpler quotes, and primes need subs for parts of large jobs. Each one adds a public reference for the next bid.

  6. Keep a past performance narrative ready

    Many responses ask for a short narrative per project. Write one for each of your best jobs using the same pattern, then edit it to match each solicitation.

    Project: [name] for [client], [start] to [end], [value].
    Our role: [prime or subcontractor], responsible for [scope].
    The challenge: [one sentence on what made this job hard].
    What we did: [two or three sentences on your approach].
    Result: [on time, under budget, or a number you can prove].
    Reference: [name, title, phone, email].

Common snags

You have no public work yet
Use commercial work where the solicitation allows it, and go after subcontracts and small purchases first.
A reference does not answer
Confirm phone numbers before every submittal and let the reference know a call may come.
Your capability statement is two pages
Cut to the three strongest projects and the codes that match the buyer. One page gets read.

Talk to the procurement navigator

Bring a bid you are looking at, or tell us what you sell. The navigator helps you pick the next step and the agencies worth your time.

Or email support@supply-sa.org or call (210) 830-7890. Monday to Friday, 8:00 AM to 5:00 PM. Vendor visits 8:30 AM to 4:30 PM.

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