Manage Team Members and MRCLs

Purpose: This comprehensive guide helps you successfully add, manage, and verify all your Team Members (CTAs) and Meaningful Relationship Commitment Letters (MRCLs) — relationships with associated entities — within your company's reusable asset library.

Table of Contents

• Before You Start
• Steps

1. Add a New Team Member or MRCL

2. Claim Business Factors and Upload Documents

3. Update or Delete an Existing Entity   

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial facts about associated entities:

• Solicitation Preference Filter: Set the filter to the correct solicitation (e.g., OASIS+) before adding or editing Team Members and MRCLs. OASIS+ stands for One Acquisition Solution for Integrated Services Plus.
  
• Team Members and MRCLs are both entity relationship assets. They must be added before you start a proposal submission.
• Before making changes, check that the entity is not linked to any submissions or projects.
• If a Team Member or MRCL has incorrect SAM data, delete and re-add them.

Steps

1. Add a New Team Member or MRCL

Start by verifying the associated entity using its SAM (System for Award Management) data.

1. Go to My Company, then select the Team Member tab or the MRCLs tab.
2. Click +New Team Member or +New MRCL.
3. Enter the associated entity's SAM UEI (Unique Entity Identifier).
4. If adding an MRCL, select the type of Meaningful Relationship from the drop-down menu.
5. Click Confirm.
     

Team Member tab in My Company showing the +New Team Member button highlighted.

2. Claim Business Factors and Upload Documents

Define the associated entity's contributions and upload commitment documents.

1. Claim the entity's Business Factors (certifications, systems, etc.).
2. Upload the required teaming agreement or commitment letter in the Documents tab.
3. Click Save and Complete to add the partner.

Note: Team Member Business Factors will not show claimed on your Company Overview. They only display on the Proposal Overview after being added as half-shaded circles.

Team Member profile showing the Business Factors section and Documents tab.

3. Update or Delete an Existing Entity

Updates are handled through editing the record. Deletion requires a specific, complex workflow.

To Edit: Click the associated entity's row to make changes to their claims or documentation.

1. To Delete (Check Submissions): Go to the Solicitations tab and withdraw the entity from any active proposal submission.
2. To Delete (Check Projects): Go to the Projects/Past Performance tab. Edit any linked Project and replace the entity with the prime contractor or another Team Member/MRCL.
3. To Delete (Final Action): Un-claim all Business Factors, delete all supporting documents, and then click Delete on the entity's record.

Message box directing the user to remove all documents before deleting a Team Member.

Troubleshooting

Related Articles / Links

• Use the My Company Component—General guide to the central hub
• Manage Your Company's Projects and Tagging—Guide for past performance claims 
• Submit a Ticket to the Symphony Help Desk—For technical issues