Skip to main content
TeamingIndex

FAR SUBPART 9.6 DEAL ROOM

From Two UEIs to a Signed FAR 9.6 Teaming Agreement

Pick the SAM.gov solicitation and your partner’s Unique Entity ID (UEI), the company identifier SAM.gov assigns. The Deal Room fills in both companies from federal records, checks the team against Small Business Administration (SBA) subcontracting rules while you negotiate, and collects electronic signatures sealed with SHA-256, so weeks of email and redlines become one guided, audit-ready workflow.

  • Included with Enterprise Capture and Prime Corporate
  • Subcontractors take part free
  • Your own paper on Prime Corporate

Invited by a prime? Claim your company’s free profile to review and sign.

Start a teaming agreementCompare plans

HOW IT WORKS

From solicitation to signed agreement, step by step

The prime starts the agreement, the subcontractor joins on any claimed plan, and both work on the same record, with every step logged.

  1. Start from the solicitation

    Enter the solicitation or start from a SAM.gov notice, a Teaming Board post, a teaming request or a Team Builder workspace, then add your subcontractor by UEI. A company that has not claimed its profile yet can be invited by email to claim it free.

  2. Negotiate one term sheet

    Both companies edit the same term sheet beside a live preview of the agreement: workshare, performance work statement (PWS) sections, labor categories, exclusivity and security requirements. Every change creates a new revision and clears earlier approvals.

  3. Check the team

    Both companies are checked for an active SAM.gov registration, exclusions and the export-control screening list, and the whole team is checked against SBA limitations on subcontracting before anyone can approve.

  4. Approve and freeze the text

    When an organization administrator on each side approves the same revision, the text is frozen and fingerprinted with SHA-256. Either side can still request changes, which reopens the draft.

  5. Sign with an emailed code

    Each signer confirms with a one-time code sent to their work email. The prime signs first, then the subcontractor, and every signature is chained to the one before it.

  6. Keep and share the executed copy

    Download the executed agreement with its Certificate of Completion as PDF, Word or Markdown, or email it to counsel and your contracts team from the Deal Room.

AUTO-HYDRATED DUE DILIGENCE

Both companies, filled in and screened from federal records

No retyping legal names from a capability statement and no surprises at signing: the Deal Room reads both SAM.gov registrations and checks eligibility at every step.

Party details from SAM.gov

Legal name, doing-business-as name, UEI, CAGE code, location, state of incorporation and entity structure come from each company’s SAM.gov registration, so nobody retypes them. They refresh while the agreement is a draft and are fixed once the text is frozen.
FAR 9.4

Screened before every approval and signature

Before an agreement is created, approved or signed, both companies must have no active exclusion (suspension or debarment under FAR Subpart 9.4) and an active SAM.gov registration, or one you confirm in SAM.gov when our data has none. A confirmed match on the Consolidated Screening List of export-restricted parties stops the agreement, and data that has not been screened yet shows as a warning to confirm.
Learn more about SAM exclusions and responsibility

One open agreement per team and solicitation

The Deal Room keeps a single open agreement for each prime, subcontractor and solicitation, so duplicate drafts and conflicting versions never circulate. Withdrawing a draft or terminating an executed agreement frees the slot for a new one.

ENFORCEABLE TERMS AND SBA GUARDRAILS

Definite terms, checked against SBA rules while you negotiate

A teaming agreement is only as strong as its Exhibit A. The Deal Room keeps the terms specific and runs the small business checks that matter on set-aside work.
FAR 9.6

A definite Exhibit A

Exhibit A records the minimum workshare, the PWS or statement of work (SOW) sections allocated to the subcontractor, the subcontract type and the labor categories with their FTEs, hours and not-to-exceed rates (required for services and labor-hour work; supplies and construction can rely on the allocated work instead). Definite terms help avoid an unenforceable “agreement to agree.”
Learn more about teaming agreements and joint ventures
13 CFR 125.6

Limitations on subcontracting for the whole team

On set-aside work, the check covers the prime and every subcontractor with an open agreement for the same solicitation, using each one’s minimum workshare. 13 CFR 125.6 caps the share of the amount paid by the Government that may go to subcontractors that are not similarly situated: 50% for services, 50% for supplies, 85% for general construction and 75% for special trade construction (the last three excluding the cost of materials). A team over the cap cannot be approved.
Learn more about limitations on subcontracting
13 CFR 125.1

Similarly situated entities

A subcontractor with the small business program status that qualifies the prime for the award, and that is small under the NAICS code the prime assigns to its subcontract, is similarly situated, so the work it performs itself does not count against the cap. For SDVOSB, WOSB, EDWOSB, HUBZone and 8(a) status, the subcontractor attests its SBA certification, and the agreement states it in Article 4.3 and Exhibit B.
Learn more about similarly situated entities
13 CFR 121.103(h)

Ostensible subcontractor warnings

A subcontractor that performs the primary and vital work, or that the prime relies on unusually, can make both companies affiliates under the ostensible subcontractor rule. The Deal Room flags the warning signs: a subcontractor that provides the program manager, an incumbent, and a large share while the team has not shown it meets the limitations on subcontracting. On a small business set-aside for services, supplies or special trade construction, a team that meets 13 CFR 125.6 falls within the rule’s safe harbor, and in general construction what counts is who manages the project.
Learn more about size standards and the ostensible subcontractor rule

Planning aid only, not legal advice. Compliance is governed by the limitations on subcontracting clause in the contract (FAR 52.219-14 or its agency equivalent), 13 CFR 125.6 and the contracting officer, and is measured on amounts actually paid over the base term and each option period (or per order for set-aside orders); SBA size and status determinations control.

LOCKED SECURITY FLOW-DOWNS

Exhibit B binds the subcontractor to the solicitation’s security requirements

Set each requirement once and it flows into the agreement the subcontractor signs. A fit check shows how the subcontractor’s profile compares, for your review.

  • CMMC level and assessment

    Exhibit B states
    The Cybersecurity Maturity Model Certification (CMMC) level the solicitation requires (1, 2 or 3) and its assessment type: self-assessment, certification by a third-party assessor (C3PAO), or an assessment by the Defense Industrial Base Cybersecurity Assessment Center (DIBCAC), under DFARS 252.204-7021. Level 1 is an annual self-assessment and affirmation in SPRS (32 CFR 170.15).
    Fit check
    Compared with the CMMC record on the subcontractor’s profile.

  • Blind SPRS bracket

    Exhibit B states
    A minimum NIST SP 800-171 score bracket, such as 70 or higher, with a current assessment posted in the Supplier Performance Risk System (SPRS) under DFARS 252.204-7019 and -7020. Next to CMMC Level 1, the minimum covers only systems that handle covered defense information.
    Fit check
    Compared bracket to bracket. The exact score is never shown or written into the agreement.
    Learn more about blind SPRS brackets

  • Facility clearance requirement

    Exhibit B states
    The facility security clearance level the solicitation requires, as reflected in the National Industrial Security System (NISS) of the Defense Counterintelligence and Security Agency (DCSA). Exhibit A states the personnel clearance each labor category needs, and no labor category can need one above the facility clearance requirement (32 CFR 117.10).
    Fit check
    A company’s own level appears only to the company itself and to signed-in members of paid plans; everyone else sees “Confirmed by the subcontractor’s warranty in Article 5.”
    Learn more about facility clearance basics

  • ITAR and EAR obligations

    Exhibit B states
    Registration with the State Department’s Directorate of Defense Trade Controls and compliance with the International Traffic in Arms Regulations (22 CFR Parts 120-130) and the Export Administration Regulations (15 CFR Parts 730-774), when the work needs them.
    Fit check
    Compared with the ITAR registration on the subcontractor’s profile.
    Learn more about ITAR and EAR export controls

Exhibit B also records any contract vehicle the work runs through and, on a set-aside, the SBA certifications and similarly situated status the subcontractor represents. It states requirement levels only: no agreement, certificate or export contains a company’s actual clearance level or exact SPRS score. The fit check never blocks an agreement, because the subcontractor warrants each requirement in Article 5 (on your own paper, in the cover sheet).

IN-PLATFORM EXECUTION

Electronic signatures with an audit trail and no per-envelope fees

Sign where you negotiated. Every signature is tied to a verified work email, a one-time code and the exact text both sides approved.

Signers your company controls

Only organization administrators approve and sign, and only from a work email on the organization’s verified domain. Free webmail addresses never qualify.

One-time email passcodes

Each signer confirms with a 6-digit code sent to their work email. A code expires after 10 minutes and allows 5 attempts, and it works only once.
SHA-256

SHA-256 seals and a chained audit trail

The frozen text is fingerprinted with SHA-256. Each signature records the signer, the consents, the time, the IP address and the fingerprint of the signature before it, and a final seal covers the text and every signature, so any later change shows up as a mismatch.
15 U.S.C. 7001

ESIGN Act and state e-signature law consents

Before signing, each signer agrees to sign electronically under the federal Electronic Signatures in Global and National Commerce (ESIGN) Act and the state law that applies: the Uniform Electronic Transactions Act (UETA), or the Electronic Signatures and Records Act in New York, which has not adopted UETA. Each signer also confirms authority to bind the company and acknowledges that TeamingIndex is not a law firm. The Certificate of Completion records each step and the evidence to check every seal.

No per-envelope fees

Signing is part of the plan, with no per-envelope or per-signer charge. The prime signs first, then the subcontractor, at no cost to the subcontractor.
PRIME CORPORATE

Bring your own paper

Sign on your legal department’s base agreement instead of the template. The browser computes the file’s SHA-256 fingerprint and the file itself is never uploaded; the signed document is an Exhibit A and B cover sheet that incorporates the base agreement by that fingerprint, and the subcontractor confirms its copy matches before approving.

SEND BY EMAIL

Send the agreement to counsel without leaving the Deal Room

Share drafts for review and executed copies for your records with the people who need them.
  • Email PDF, Word or Markdown copies to up to 10 people at a time, with an optional note.
  • Unsigned PDF and Word copies are watermarked DRAFT or NOT YET SIGNED; Markdown copies keep the exact agreement text without a watermark. Executed copies include the Certificate of Completion.
  • Replies go straight to you, and every send is logged for your organization.
  • If your subcontractor has not claimed its profile yet, invite its contact to claim it free. The agreement will be waiting.

PLANS

Who can use the Deal Room

Included with Enterprise Capture and Prime Corporate. Subcontractors take part free.

  • Enterprise Capture

    Start agreements as the prime

    Create and negotiate FAR 9.6 teaming agreements, run AI legal reviews against your own playbook, collect e-signatures and send documents by email.

  • Prime Corporate

    Everything above, plus your own paper

    Sign on your legal department’s base agreement, identified by its SHA-256 fingerprint and never uploaded, with generated Exhibits A and B.

  • Subcontractors

    Free on any claimed plan

    Review the terms, comment, approve and sign on any plan, including the free Registered Entity profile.

Compare plans and prices

FAQ

Deal Room questions

Is a Deal Room agreement legally binding?

Once both authorized signers sign, it is an executed agreement between the two companies, signed electronically under the ESIGN Act and the state electronic signature law that applies (UETA, or New York’s Electronic Signatures and Records Act). The template follows FAR Subpart 9.6 and keeps Exhibit A definite, but whether a particular agreement is enforceable depends on its terms and on the governing law the parties choose. TeamingIndex is not a law firm, so have your counsel review the agreement before you sign.

Does the subcontractor need a paid plan?

No. Subcontractors take part free on any claimed plan, including the free Registered Entity profile. If your partner has not claimed its profile yet, you can invite its contact by email to claim it at no cost.

Will the agreement show our facility clearance level or SPRS score?

No. Exhibit B states only what the solicitation requires. The agreement, its certificate and every export leave out a company’s actual clearance level and exact SPRS score; the subcontractor warrants in Article 5 (on your own paper, in the cover sheet) that it meets each requirement.

Can we use our own teaming agreement template?

Yes, on Prime Corporate. Pick your base agreement in the browser: only its SHA-256 fingerprint, file name and size are stored, never the file. The Deal Room generates an Exhibit A and B cover sheet that incorporates it, and the subcontractor confirms that its copy matches before approving.

What happens when someone edits the terms after an approval?

Every edit creates a new revision and clears both approvals, so each side approves exactly the text it saw. Once both approve the same revision the text is frozen for signing; either side can still request changes, which reopens the draft and voids signatures on the earlier text.

Can we put CUI or export-controlled data in the agreement?

No. Agreements hold business terms only. Every free-text field is screened for CUI, classification and export-control markings and rejected if it has them, and Article 6 commits both companies not to send that kind of information through channels that are not authorized for it.

FROM HANDSHAKE TO PROPOSAL

Next: build the proposal on the signed agreement

The workshare and PWS sections of each signed teaming agreement assign requirement owners in the compliance matrix, set each data call’s page budget and fill the team tables of the proposal volumes.
PROPOSAL WORKSPACE

RFP Shredding, Data Calls and a Four-Volume Draft

Shred a solicitation’s Sections C, L, M and I into a traceable compliance matrix, send each subcontractor a scoped data call with sealed pricing, check labor rates against GSA CALC+, and compile the proposal volumes from your signed workshare.

  • Uniform Contract Format shredding into a numbered compliance matrix
  • Technical and Management, Past Performance, Small Business Participation and Cost/Price volumes built from your signed team
  • Sealed subcontractor data calls with strict character caps and two-envelope pricing
  • GSA CALC+ rate realism flags for cost realism and price reasonableness risk
Explore the proposal workspaceLearn more about building a compliance matrix

Bring your next teaming partner into the Deal Room

Find a partner by CMMC status, blind SPRS bracket and contract vehicle, then start the agreement with their UEI. Subcontractors take part free: claim your company’s profile to review and sign.

Claim Your UEI Profile — FreeSearch the Index