Screen a proposed teaming partner

A teaming agreement or subcontract is on the table and nobody has checked the other party's public record.

Who this is for

Written for GovCon owners, contracts staff, counsel. You bring the commercial question; the published record behind it comes back with the answer, and you can see where each figure came from.

What to bring

Have these to hand before you paste the prompt. Anything you leave out should be asked for rather than guessed at.

The entity's identifier, or its exact legal name
What you are proposing to do together

Try this prompt

Paste this where you connected HARBOR Port and replace the bracketed parts. It asks for sources and periods on purpose: that is what makes the answer checkable.

Check [partner identifier or name] for active registration, the socioeconomic indicators it reports, and any current exclusion records. Show the exact results and when they were retrieved, flag any identity match you are not sure about, and describe this as a preliminary public-record screen rather than legal clearance.

Then ask a narrower question. These are the ones people ask next.

Which industries and codes is that entity registered under.

What would an exclusion record against them actually mean for a subcontract.

What the answer looks like

The shape below is the point of the workflow. If a response arrives without the periods and the source behind each number, ask for them before you use it.

The exclusion answer first, as a yes or no with its timestamp
Registration status and the codes on file
Reported socioeconomic indicators, labelled as self-reported
Unresolved name or identity matches, named rather than smoothed over

Limits to keep in view

Registration and exclusion checks are point-in-time public-record screens. They are not a legal determination, an eligibility ruling, or a guarantee that an entity is compliant.

Not answered by this data:

Your revenue, customers, bookings, pipeline or churn
Inventory, capacity, staffing rosters or payroll
Your actual utility bills, fuel spend or supplier quotes
Business credit, insurance premiums, or lending decisions
Permit, licence or certification status
A local forecast, a hazard estimate, or a legal opinion

Where the numbers come from

The answer is built from the published sources below. Each one keeps its own geography, period and definitions, and the answer states which was used.

SAM.gov entity registration
SAM.gov exclusions

The exact names, and where to read the detail

sam-entity

sam_entity_entity_by_uei
sam_entity_entity_by_cage
sam_entity_entity_dossier
sam_entity_registration_status
sam_entity_socioeconomic_status

sam-exclusions

sam_exclusions_is_excluded
sam_exclusions_exclusions_for_entity

Scoped to what your plan reaches, and to the sources each workflow names. Reviewing the catalogue first is the cheap way to decide whether this covers your question: source catalogue.