10. Profile of Firm's Project Experience...
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Government instructions: Select and enter, in numerical sequence,
not more than thirty (30) Experience Profile Code numbers which most accurately reflect submitting firm’s demonstrated technical capabilities and project experience.
If you enter data in Block 7 through
Select Present Offices,
Vision calculates, for each profile code, the number of
projects and the gross fee for each
project.
For the firm selected in Block 1,
Vision uses data for all
projects:
- Whose
Organization on the General tab of the
Project Info Center matches the
Organization
on the Associated
Organizations tab of
Firm Setup-Proposals,
- Associated with the firm offices selected for Block 7,
- With a Charge Type of Regular,
- With the selected profile code shown in
Project Codes on the
Background tab of the
Projects Info Center, and
- With an
Estimated Completion or
Actual Completion date, as specified in the
Dates & Costs tab of the
Projects Info Center, greater than or equal to the base date you specify.
Vision adds the gross fees, shown in the
Fees column of
Project Codes on the
Background tab of the
Projects Info Center. Data is used for all
projects associated with the offices selected for Block 7, and with an actual or estimated completion date greater than the base date.
You can enter this data manually, or click to use these options:
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Add Profile Codes
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Auto-Calculate Codes & Fees — Use this option to re-calculate the data in Block 10. Do this if
project code counts or gross fee data have been changed in the
Projects Info Center, for any of the profile codes you are using.
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Delete Profile Codes — A
Delete Item(s) form shows all of the profile codes that are in Block 10 now. Select the ones you want to delete.
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Reorder Profile Codes — Use this option to change the sequence of the profile codes in Block 10 of a 254 proposal.
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Select Profile Code Base Date — Use this option to select the base date for the selected code from a pop-up calendar.
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Full Editor... — Use this option to open the block in the
Vision Text Editor.
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11. Project Examples, Last 5 Years
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Government instructions: Using the Experience Profile Code numbers in the same sequence as entered in Block 10, give details of at least one recent (within last five years) representative project for each code number, up to a maximum of thirty (30) separate projects, or portions of projects, for which firm was responsible.
You can use a
project as an example more than once, to show different services given for the same job. For example, a dining hall
project may be part of an auditorium or educational facility.
The first seven
projects are shown on Page 2.
Projects eight through nineteen are shown on Page 3, and
projects twenty through thirty are shown on Page 4.
You can enter data manually in Block 11, or click and select an option:
-
Add Projects — Select a
project from theProject Lookup.
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Add Profile Codes — The first three profile codes for the
project are included automatically; use this option to select additional codes.
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Delete Projects — Display the Delete Items dialog box, which lists all of the projects in Block 11. Select the
projects you want to delete.
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Reorder Projects — The
Project Name and Location column of Block 11 shows
projects in the sequence in which you added them. Use this option to change the sequence. Click each
project that you want to move, then click
Up or
Down.
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Full Editor — Use this option to open the block in the
Vision Text Editor.
If you use the
Add Projects option to add a
project from
Vision, the columns in Block 11 show the following data from the
project's record in the
Projects Info Center.
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Profile Code
— The first three profile codes listed in
Project Codes on the Background tab.
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P, C, JV, or IE
— An abbreviation for the
project
Responsibility on the General tab.
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Project Name and Location
— The
Project Name from the General tab, and
Address 1,
Address 2,
Address 3,
City,
State/Province,
Zip/Postcode, and
Country from the Location tab.
-
Owner Name & Address — The
Client selected with the Role "Owner" on the
Client grid of the
Clients/Contacts tab.
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Cost Of Work (in thousands)
— The data in
Firm Cost on the Dates & Costs tab.
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Completion Date (Actual or Estimated) — The date in
Estimated or
Actual
Completion Date on the Dates & Costs tab.
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Completion Date Comment — A comment about the completion date. If both
Estimated or
Actual
Completion Date are empty, and
Completion Date Comment has data,
Vision displays the comment in this field.
If a Block 11 column has no data, or incorrect data, for a
project that was added from
Vision, this means that the same data is incorrect or absent in the
project's record in the
Projects Info Center. To enter data into the column in Block 11, delete the
project from Block 11. Then enter or correct the data in the
project's record and re-add the
project to Block 11.
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