Adding Team Members/CTAs

Modified on Tue, 26 Nov at 3:51 PM

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.


Add New Team Members in My Company, Team Members

 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 2from 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

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

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.

 

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

 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).  


Team Member supporting documents

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.

 Team Member summary for review

Figure 5. Team Member summary for review


Note 

All registered and active users can see and work with all the data in Symphony under the prime's UEI and CAGE code. This is done so that the user responsible for submitting the proposal can verify that the information provided and uploaded is done accurately. (See Managing Business Users).


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  

  

Users should be aware that the information on this website may not reflect the official positions of the Federal Government. The views and opinions expressed by agents of Apex Logic, Inc. are those of its employees and do not necessarily reflect those of the Federal Government or any of its officials. Guidelines and requirements provided by the Federal Government in the form of solicitations, amendments, modifications, or any other communications supersede any information provided by Apex Logic, Inc. If you have questions about this disclaimer, please contact us.

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