Adding Team Members/CTAs

Symphony defines a Team Member as two or more companies forming a partnership or joint venture to act as a potential prime contractor. (An instructional video on this topic is also available at the bottom of the page).  

• A Team Member can also be a potential prime contractor agreeing with one or more other companies to have them act as its subcontractors under a specified Government contract or acquisition program.
• Team Members are not the company users (see Managing Business Users). 

1. Go to Team Members 

1. Starting in My Company, select the Team Member tab. 
   • The Prime Company is first on the list.
2. Click +New Team Member to add team members to the company assets (see Figure 1). 
3. When complete, assign the Team Members to projects/past performance or proposals.

 Figure 1. Add New Team Members in My Company > Team Members

2. Verify the Team Member 

Use the drop-down to select the type of Team Member (see Figure 2) from one of the following:

• Partnership
  
• Subcontractor
• Joint Venture Member
• Joint Venture Subcontractor
• Mentor in an SBA Mentor-Protege Program
• Protege in an SBA Mentor-Protege Program

Figure 2. Selecting the Team Member's Type and searching by their SAM.gov UEI

Searches use the System for Award Management (SAM.gov) Unique Entity Identifier (UEI) to verify the Team Members are eligible to participate in government contracts. 

• Enter the correct SAM UEI for the Team Member.
   
• The CAGE (Commercial and Government Entity) code field is optional unless a UEI has multiple CAGE codes.
   
• Based on the details displayed, Confirm or Try again.
   
• Symphony does not refresh Team Member SAM data.

Symphony is not affiliated with SAM.gov but uses it solely to verify an active entity's information and eligibility to do business with the government. An entity with an "ID assigned" does not yet have an active SAM record and cannot be added to Symphony. 

3. Provide Teaming Data

Claim the Team Member’s Business Factors and upload the supporting documents (see Figure 3). 

• Team Member’s Business Factors will not show claimed on the Company Overview.
• The Team Member's Business Factors will show on the Proposal Overview once they are added to a proposal (see Assembling a Proposal).

 Figure 3. The Team Member's Business Factors

Add the team member agreement and other supporting documents for claims in the Documents tab (see Figure 4). 

• Verify the uploaded information in the Team Member’s folders in the Document Library. Teaming agreements are not uploaded at the prime level (see Understanding the Document Library).  

Figure 4. Team Member supporting documents. 

Note: The trashcan icon is gray when a document belongs to a Business Factor. 
(See Making Changes to Team Members/CTAs).

4. Review and Complete

Review the team member's general information and documentation (see Figure 5). Save and Complete to add the Team Member.

Figure 5. Team Member summary for review

A table will display the added Team Member and the ability to view, edit, or delete them from the asset library. Use the Team Member’s name as a link to review their general information and documentation.

Watch this video for a brief overview.

Need help? Contact us  

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