Follow these instructions to work with MRCLs in the Company Assets in Symphony.
1. Start in My Company
Add MRCLs to My Company, before creating a proposal.
- Navigate to My Company and select the MRCLs tab (see Figure 1).
- Click +New MRCL to add MRCLs to the company assets before assigning to projects/past performance or starting a proposal.
Figure 1. The My Company, MRCLs screen before adding MRCLs.
2. The MRCL Types
Choose the type of MRCL to add (see Figure 2).
- A “meaningful relationship” exists within a corporate structure when at least one condition exists.
- Users can select more than one condition.
Figure 2. Types of MRCLs
Some programs may allow offerors to provide documentation of the MRCL relationship with the corresponding project experience if the MRCL does not meet the standard of the types of MRCLs defined. Ask the program for guidance.
3. The UEI Requirement
Searches use the SAM.gov Unique Entity Identifier (UEI).
- Enter the MRCL's correct SAM UEI.
- If the MRCL no longer has a UEI, see Adding Companies without UEIs.
- The Cage code field is optional unless a UEI has multiple cage codes.
- Based on the details displayed, Confirm or Try again.
4. Upload MRCL Documents
The meaningful relationship commitment letters and supporting documentation are uploaded to Symphony in the Documents section (see Figure 3).
Figure 3. The MRCL's Documents screen
5. Review and Complete
If the review of the MRCL's general information and documentation is correct, Save and Complete to add the MRCL.
If a company is sharing resources from other entities by way of a meaningful relationship within a corporate structure, only one offer (e.g., proposal) from that corporate structure should be submitted per Pool according to some solicitations. The RFP is always the source of truth.
Making Changes to MRCLs
Once MRCLs are in the system, users can view, edit, or delete them from the asset library.
- The MRCL's name is a link to review their general information and documentation.
- Users can attach or delete documents without using the edit button.
- If the solicitation allows, claim Business Factors for the MRCL at the prime level.
- Correct the SAM data by removing the MRCLs from Symphony and re-adding them. Follow these steps:
- Use the MRCLs tab in a proposal Submission to withdraw the listed MRCL.
- Go to Projects/Past Performance in the My Company link if the MRCL performed any projects. Replace them with the prime or another team member as needed. This can be a temporary swap.
- Go to the MRCLs tab in My Company and select the MRCL.
- Use the Edit MRCL button.
- Delete any supporting files attached to the MRCL.
- Delete the MRCL.
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