Section E Tab of SF330 Proposals Form

Use the Section E tab to enter Resumes of Key Personnel Proposed for this Contract in Section E of an SF330 proposal. Ajera CRM uses data from Sections E and F to auto-populate the matrix in Section G.

Contents

Field	Description
E. Resumes of Key Personnel Proposed for this Contract	Government instructions for Section E (blocks 12-17): Complete this section for each key person who will participate in this contract. Group by firm, with personnel of the prime contractor or joint venture partner firms first. You have multiple options for filling out this section: If you create the proposal from an opportunity, `Ajera CRM` automatically populates blocks 12 through 17 with data for each employee on the opportunity's Team tab, including employees whose Vendor/Client check box is selected. Select Add Employees from the menu. `Ajera CRM` populates blocks 12 through 17 for each employee you select. Select Add Any Employee from the menu. `Ajera CRM` populates blocks 12 through 17 for each employee you select. You can enter data directly into this section. Deltek strongly recommends against this procedure. The data will not appear in Section G, and you will have to enter data into Section G of the merged proposal document using Microsoft Word.
12. Name	For each employee added to Section E using an auto-populate feature, `Ajera CRM` populates this block with the employee's name: In the format you specified on the SF330 preferences form. If no format was specified, the format defaults to First Name, Last Name. If no employees were entered in Section E using an auto-populate feature, directly enter the information for this block.
13. Role in this Contract	This non-editable block is important to the SF330. How `Ajera CRM` populates it depends on how you added the employee in Section E. If the employee was added to Section E by creating the proposal from an opportunity, `Ajera CRM` populates this block with the employee's role from the opportunity's Team tab. If the employee was added using either of the menu options Add Employees or Add Any Employee, choose Select Role from the shortcut menu and select a role from the list of employee roles in the Employee Role code table.
14. Years Experience	Government instructions: Total years of relevant experience (block 14a), and years of relevant experience with current firm, but not necessarily the same branch office (block 14b).
14a. Total	For each employee added to Section E using an auto-populate feature, `Ajera CRM` populates this block with a calculated number expressed in years, using data from the employee's record in the Employee Info Center: Total = Years With Other Firms + Prior Years with this Firm + (Today's Date - Hire Date) Otherwise you must enter in this data.
14b. With Current Firm	For each employee you entered in Section E using an auto-populate feature, `Ajera CRM` populates this block with a calculated number expressed in years, using data from the employee's record in the Employee Info Center: With Current Firm = Prior Years with this Firm + (Today's Date - Hire Date) Otherwise you must enter in this data.
15. Firm Name and Location	For each employee you entered in Section E using an auto-populate feature, `Ajera CRM` populates this block with the Name, City, and State of the Proposal Firm whose Associated `Organization` is: The opportunity's `organization`, if the employee was added because the you made the proposal from an opportunity. The employee's `organization`, if the employee was added using a menu option.
16. Education	For each employee added in Section E using an auto-populate feature, `Ajera CRM` populates this block with each degree for which the Proposals check box is selected in the Education grid on the Experience tab of the employee record. The proposal shows this data as specified on the 330 Preferences form.
17. Current Professional Registration	For each employee added in Section E using an auto-populate feature, `Ajera CRM` populates this block with each license for which the Proposals check box is selected in the Licenses grid on the Experience tab of the employee record. The proposal shows this data as specified on the 330 Preferences form.
18. Other Professional Qualifications	By default, `Ajera CRM` populates this block with the resume category in Other Prof. Qualifications on the 330 Preferences form. Click , Select Resume Category and select from the list of resume categories available for the employee. If you try to add to a block that has text in it, you can append to the text or overwrite the text.
19. Relevant `Projects`	Government instructions: Provide information on up to five `projects` in which the person had a significant role that demonstrates the person's capability relevant to her/his proposed role in this contract. These `projects` do not necessarily have to be any of the `projects` presented in Section F for the `project` team if the person was not involved in any of those `projects` or the person worked on other `projects` that were more relevant than the team `projects` in Section F. Use the check box provided to indicate if the `project` was performed with any office of the current firm. If any of the professional services or construction `projects` are not complete, leave Year Completed blank and indicate the status in Brief Description and Specific Role (block (3)). From the menu, select View and Select Projects for this Employee or Select Projects for all Employees. `Ajera CRM` populates blocks 19 (1-3) for each `project` that you select. After adding `projects` to the proposal, you can delete or reorder them. Each employee can have up to five `projects`. You can enter data directly into this field. Deltek strongly recommends against this procedure. It disables the auto-populate feature in other blocks of the SF330.
19 (1) Title and Location	If you added the View and Select Projects for this Employee`project` using , `Ajera CRM` populates this block from the `project` record, using Long Name and City and State. Otherwise you must enter in this data.
19 (2) Year Completed - Professional Services	If you added the View and Select Projects for this Employee`project` using , `Ajera CRM` populates this block from the `project` record, using the year from the Professional Services > Date Completed field on the Dates & Costs tab. Otherwise you must enter in this data.
19 (2) Year Completed - Construction (If applicable)	If you added the `project` using View and Select Projects for this Employee, `Ajera CRM` populates this block from the `project` record, using the year from the Construction Date Completed field on the Dates & Costs tab. Otherwise you must enter in this data.
19 (3) Brief Description and Specific Role	If you added the project using View and Select Projects for this Employee, `Ajera CRM` populates this block from the Descriptions Category on the `project`'s Background tab. `Ajera CRM` uses the category specified in Brief Project Description on the 330 Preferences form. You can also click Add Description to select from all the description categories available for this `project`. You can select one description category. If this block has text, `Ajera CRM` permits you to choose to append to or overwrite the text. Otherwise you must enter in this data.
19. Check if project performed with current firm	For projects added using View and Select Projects for this Employee, `Ajera CRM` selects this check box. If the `project` Responsibility is Individual Experience, this check box is cleared. You can select this check box.