Please follow these instructions to successfully make changes to your team members in your Company Assets in Symphony.
1. Go to Team Members
Navigate to My Company and select the Team Member tab. Your Team Members will be displayed in a table format for you to view, edit or delete from your asset library. Use the Team Member's name as a link for changes and review.
2. Edit the Team Member
You can edit the team member's business factors and make changes to the supporting documents from their record before a submission deadline. If a Team Member’s type or SAM data is incorrect, you must delete and re-add them.
3. Edit the Business Factors
Business Factors that the Team Members' can contribute will not display on the Company Overview screen. You should only see full shading for the business factors that belong to the prime in the My Company, Company Overview.
|Add Claims||Remove Claims|
|Select the Team Member's Business Factor.||Select the Team Member's Business Factor.|
|Upload the supporting documents.||Un-claim the Team Member's Business Factors.|
|Certify the claim.||Delete the supporting documentation.|
|Save changes.||Close the claim.|
4. Edit the Teaming Documents
Upload or delete the supporting team member documents in your Team Member(s) documents tab. You do not upload these documents at the prime level.
- A Joint Venture requires a JV agreement.
- A Mentor-Protege requires an SBA-approved Mentor-Protege Agreement.
- Subcontractors require a Subcontractor Letter of Commitment.
5. Review and Complete
Review the team member's general information and documentation to verify your changes.