Past Performance Library

What is the past performance library?

The past performance library is a structured catalog of contracts your business has executed, scoped to a workspace and shared by all members. When the AI bid writer drafts a proposal section that needs evidence of prior capability — Past Performance, Technical Approach, or Management Plan — it pulls the top three most-relevant contracts from this library and cites them with full CPARS context.

Each contract record contains fields including title, agency, NAICS code, period of performance, contract value, complexity tier, and five CPARS rating categories (Quality, Schedule, Cost, Management, Regulatory). The CPARS columns are stored as cpars_quality, cpars_schedule, cpars_cost, cpars_management, cpars_regulatory.

How citations work

When you generate a draft for any AI section, BidChamp ranks every contract in your workspace's library against the active opportunity using a deterministic 0–7 score. The top three contracts are injected into the prompt and become the citations the AI uses for evidence claims.

• Past Performance section — receives the full block: every CPARS rating, complexity tier, and the prime/sub role. Format documented in D-09.
• Technical Approach & Management Plan sections — receive a condensed block: title, agency, value, period, and a one-line CPARS summary. Format documented in D-11.
• Other sections — no past-performance inject. The AI writes from your company profile only.

Adding contracts

Open Workspace Settings → Past Performance from your top nav. Click Add contract, fill in the required fields (title, agency, NAICS, period, value), and the optional CPARS section (Quality, Schedule, Cost, Management, Regulatory). Save. The contract is immediately available to the AI bid writer for any opportunity in this workspace.

Contracts are visible to every workspace member (members and viewers can read; only members can add, edit, or delete — per the standard workspace role gates).

CPARS ratings

CPARS (Contractor Performance Assessment Reporting System) is the federal standard for evaluating contractor performance. Each performance area can carry one of five ratings:

• Exceptional Performance significantly exceeded contractual requirements; the contractor went well beyond what was asked.
• Very Good Performance exceeded contractual requirements in important areas.
• Satisfactory Performance met all contractual requirements; default neutral baseline.
• Marginal Performance did not meet some contractual requirements; recovery efforts only partially successful.
• Unsatisfactory Performance did not meet most contractual requirements; recovery was not successful.

BidChamp tracks the five CPARS evaluation areas the federal government uses: Quality, Schedule, Cost, Management, and Regulatory. Self-assessment is acceptable for early-stage businesses without official CPARS reports, but pulling actual government CPARS narratives (when available) yields stronger citations.

Ranking inputs (0–7 score)

For each contract, BidChamp computes a deterministic relevance score against the active opportunity. Higher score = stronger match = more likely to appear in the top three.

• NAICS match — 2 points if the contract's primary NAICS equals the opportunity's primary NAICS; otherwise 0.
• Agency match — 2 points if the contract's agency code matches the opportunity's agency (department-level); otherwise 0.
• Complexity tier — 1 point if the contract's complexity tier (low/medium/high) is at least the opportunity's inferred complexity; otherwise 0.
• Recency — 1 point if the contract's period-of-performance end date is within the last 5 years; otherwise 0.
• CPARS quality — 0 to 1 point averaged across the five CPARS dimensions (Quality, Schedule, Cost, Management, Regulatory): Exceptional=1.0, Very Good=0.75, Satisfactory=0.5, Marginal=0.25, Unsatisfactory=0.0. Missing dimensions contribute 0; if a contract has no CPARS data at all, this dimension contributes 0.

Maximum possible score: 7.0. The proposal-editor side panel shows the score for each cited contract so you can see at a glance why it ranked.

Inject formats (advanced)

The exact text injected into the AI prompt depends on which section is being drafted.

Past Performance section (full block, D-09) — one detailed paragraph per cited contract:

RELEVANT PAST PERFORMANCE

1. {Contract Title}
   Agency: {Agency} | NAICS: {NAICS}
   Value: ${value} | Period: {start} - {end}
   Role: {prime|sub} | Complexity: {low|med|high}
   CPARS — Quality: {rating} | Schedule: {rating} | Cost: {rating}
            Management: {rating} | Regulatory: {rating}
   Description: {2-3 sentence narrative}

Technical / Management sections (condensed block, D-11) — one line per cited contract for evidentiary support:

PRIOR CONTRACTS DEMONSTRATING CAPABILITY

- {Title} ({Agency}, ${value}, {period}) — CPARS: {one-line summary}

Editing & deletion

• Edit a contract: Open Workspace Settings → Past Performance, click the edit icon on the row, update fields, save.
• Delete a contract: Click the delete icon. Deletion is permanent; the contract is removed from the library and will no longer appear in any future proposal citations.
• Roles: Workspace members can add, edit, and delete. Viewers can read but cannot modify.
• Per-user fallback: If you previously added contracts on the legacy Profile page, they remain visible there in read-only mode but are not used by the AI bid writer. Re-add them in Workspace Settings to make them citable.