Guidance on when, why and how to set up a non-disclosure agreement (NDA) and a teaming agreement with another organization with which CRS is planning to partner on a competitive funding opportunity. An NDA between two parties describes confidential material or information that the parties wish to share with one another for certain purposes and any restrictions on the use or distribution of those materials. Teaming agreements help articulate the expectation of each partner related to proposal development and program implementation. The TA covers both pre- and post-solicitation phases, with an NDA executed to cover any period without the TA in place, but having a need to share information (e.g., in the early capture planning phase).
This resource relates to the following project management standards and key actions. Click on the links below for guidance to carry out these key actions, and for links to any related policies and other resources.
- Standard 1: Effective planning for quality project design.
- Key Action 2: Make partnering decisions based on partner capacity and performance, what each can contribute, the proposal guidelines, and the operational and competitive environment.
- Key Action 4: Plan a participatory process: Working backward from the submission deadline, develop a realistic timeline for designing a quality project and writing a responsive proposal.
- Standard 5: Early engagement with donor to inform design.