Making Changes to Team Members/CTAs

Modified on Thu, 7 Nov at 11:20 AM

Follow these instructions to make changes to team members in the Company Assets in Symphony. Note: If a Team Member’s type or SAM data is incorrect, delete and re-add them. (See Deleting Team Members).

1. Start in My Company

Navigate to My Company and select the Team Members tab.

Users can view, edit, or delete Team Members from the asset library.
The Team Member's name is a link for changes and review (see Figure 1).

Team Members screen in My Company

Figure 1. Team Member link in My Company, Team Members

2. Editing the Team Member's Business Factors

Adding Claims	Removing Claims
1. Select the Team Member's Business Factor.	1. Select the Team Member's Business Factor.
2. Upload the supporting documents.	2. Un-claim the Team Member's Business Factors.
3. Certify the claim.	3. Delete the supporting documentation.
4. Save changes.	4. Close the claim.

Team Member Business Factors belong to the Team Member.

Full shading for the business factors that belong to the prime appears in the My Company, Company Overview.
After adding team members to a proposal, the proposal overview shows their business factors in half-shaded circles.

3. Editing the Teaming Documents

Upload or delete the supporting team member documents in the Team Member(s) documents tab (see Figure 2).

A Joint Venture requires a JV agreement.
A Mentor-Protege requires an SBA-approved Mentor-Protege Agreement.
Subcontractors require a Subcontractor Letter of Commitment.

Team Member Business Factors or Documents

Figure 2. Editing Team Member's Documents in My Company, Team Members

Systems, Certifications, and Clearances (SSC) belong with Business Factors.

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