# Prepare your past performance references before the proposal deadline

Give customer references the right project details, current form and submission instructions so their response can support your government proposal.

Canonical article: https://g2x.com/blog/prepare-government-past-performance-references

Complete article, source links and data tables: https://g2x.com/blog/prepare-government-past-performance-references/article.md

The article is public. Linked G2X tools and records retain their account and plan requirements.

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## For agents

Prepare a source-grounded customer reference coordination brief

- A current solicitation packet and original reference instructions, chosen projects and a responsible proposal coordinator.

- A free G2X account for opportunity research and CRM context. Use only project information authorized for the destination; do not contact references without the reader’s permission.

1. **Read the current reference requirements** Find the opportunity in G2X and open its original notice, instructions, questionnaire and amendments. Record whether a questionnaire is required, permitted alternatives, who completes each section, deadline with time zone and submission route. The article’s September23 State deadline has passed and must not be treated as actionable. [Open in G2X](https://g2x.com/docs/find-work/read-a-sam-opportunity)

2. **Confirm the project and contact** Ask the reader to identify the selected project, company role, performance period and customer contact with firsthand knowledge. Check contract/project identifiers against authorized records. Confirm suitability against the solicitation; do not infer availability, willingness or customer opinion from a directory record.

3. **Draft a concise handoff** Prepare the factual offeror portion and a cover note explaining the request, deadline and return instructions. Leave the reference’s ratings and evaluative comments to the reference. Draft outreach only; do not email, submit forms or change customer records without authorization.

4. **Compare the instructions with Lumen** Upload only approved solicitation instructions and blank forms to Lumen. Illustrative prompt: Identify the offeror and reference responsibilities, required project fields, deadline, time zone and return channel. Cite the document and section. Flag conflicts or missing instructions. Draft a coordination brief without completing customer ratings or assuming a response has been sent. [Open in G2X](https://g2x.com/docs/lumen/ask-a-good-question)

5. **Return the status and follow-up plan** Keep customer context and permitted factual notes in CRM only with authority. Distinguish a draft request, an acknowledged request, reference-reported submission and government-confirmed receipt. Preserve direct-to-government routes and private assessments. Return an owner and follow-up date for each unresolved item. [Open in G2X](https://g2x.com/blog/free-govcon-crm-fy2027)

Expected result: A reference coordination brief with project identity, suitable contact, current form, responsibilities, exact deadline/channel, response status, owner and next action; private assessments remain with their authorized recipients.

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