Contact
← All workflows

Teaming Agreement

Draft Government Teaming Agreements in Minutes, Not Hours

15 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Teaming Agreement

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Teaming Agreement

Overview

Drafting teaming agreements for government RFPs is time-intensive and high-stakes. Attorneys must carefully balance prime-subcontractor responsibilities, ensure FAR compliance, protect proprietary information, and negotiate exclusivity terms—all while racing against proposal deadlines. Manual drafting often takes 3-4 hours per agreement, with significant risk of missing critical clauses.

Drafting comprehensive teaming agreements for government contracts typically requires 8+ hours of attorney time, deep FAR expertise, and careful attention to affiliation rules, small business compliance, and enforceable post-award commitments. Manual drafting risks inconsistencies between the agreement and proposal representations, potentially creating evaluation concerns or unenforceable terms that leave both parties exposed.

CaseMark automates the entire teaming agreement drafting process, analyzing your solicitation documents and party information to generate fully customized, FAR-compliant agreements in minutes. Our AI ensures proper affiliation analysis, meaningful subcontractor participation, comprehensive confidentiality protections, and alignment between teaming commitments and proposal representations.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Introduction and Parties

  • Solicitation Reference

  • Purpose and Scope

  • Proposal Phase Responsibilities

  • Prime Contractor Obligations

  • Subcontractor Obligations

  • Exclusivity Provisions

  • Post-Award Subcontract Negotiation

  • Scope of Work Definition

  • Termination Conditions

  • Proprietary Information Protection

  • Signature Blocks

What it handles

  • Introduction and Parties

  • Solicitation Reference

  • Purpose and Scope

  • Proposal Phase Responsibilities

  • Prime Contractor Obligations

  • Subcontractor Obligations

  • Exclusivity Provisions

  • Post-Award Subcontract Negotiation

  • Scope of Work Definition

  • Termination Conditions

  • Proprietary Information Protection

  • Signature Blocks

Required documents

  • Solicitation Information

    Government solicitation documents including RFP, amendment notices, NAICS codes, and set-aside designations

    .pdf, .docx, .txt

  • Party Information

    Corporate formation documents, registration details, and principal place of business for both prime and subcontractor

    .pdf, .docx

Supporting documents

  • Previous Teaming Agreements

    Past teaming agreements or templates used by either party for reference and consistency

    .pdf, .docx

  • Capability Statements

    Technical capabilities, past performance, certifications, and clearances for both parties

    .pdf, .docx

  • Correspondence

    Email exchanges or letters between parties discussing teaming arrangement terms

    .pdf, .docx, .eml, .msg

  • Scope of Work Documents

    Detailed technical requirements, work breakdown structure, or proposed division of responsibilities

    .pdf, .docx, .xlsx

Why teams use it

Generate compliant teaming agreements in 8 minutes vs. 3+ hours manually

Ensure all critical clauses included: exclusivity, IP protection, post-award terms, and termination provisions

Reduce proposal preparation time and meet tight RFP deadlines with confidence

Maintain consistency across multiple teaming arrangements for the same solicitation

Minimize legal risk with AI-powered regulatory compliance and best practice provisions

Questions

What makes a teaming agreement FAR-compliant?

A FAR-compliant teaming agreement must avoid creating improper affiliation between parties (especially for small business set-asides), ensure the subcontractor performs substantive work rather than acting as a pass-through, include appropriate flow-down clauses from the prime contract, and address any organizational conflicts of interest. CaseMark automatically analyzes your team structure and incorporates all necessary compliance provisions based on the solicitation's set-aside designation and requirements.

How detailed should the subcontractor's scope of work be in a teaming agreement?

The scope should be specific enough to create enforceable expectations and align with proposal representations, but flexible enough to accommodate refinements based on final government requirements. CaseMark balances this by defining technical areas, deliverables, performance locations, and estimated contract value or percentage, while preserving room for good-faith negotiation of detailed task orders and specifications in the formal subcontract.

What happens if we can't agree on final subcontract terms after contract award?

Your teaming agreement should include structured dispute resolution (executive negotiations, mediation) and specify consequences if resolution fails, such as the prime's right to substitute subcontractors subject to government approval. However, if your proposal committed to using a specific subcontractor, the prime may be contractually bound to that commitment or need government approval for changes. CaseMark includes provisions that address these scenarios while protecting both parties' interests and maintaining proposal integrity.

How long should confidentiality obligations last in a teaming agreement?

Confidentiality obligations typically survive agreement termination for 3-5 years for commercial information, though trade secrets may warrant perpetual protection. The duration should reflect the competitive sensitivity of the information and how long it retains economic value. CaseMark tailors confidentiality periods based on the type of information being shared and industry standards for your specific government contracting sector.

Can CaseMark handle teaming agreements for small business set-asides?

Yes, CaseMark specifically addresses small business set-aside requirements including 8(a), HUBZone, SDVOSB, and WOSB programs. The system ensures your agreement structure doesn't create problematic affiliation, verifies the small business prime will perform the required percentage of work, and includes provisions that preserve size status while establishing genuine teaming collaboration. All provisions align with SBA regulations and FAR subcontracting limitations.

Related