Proposals Overview

Use Vision Proposals to create custom proposals as well as standard SF254, SF255, and SF330 proposals for government contracts.

The employees who work on the proposal can easily work as a team. Because all of your offices can access the data in the Info Center, each employee can quickly find and get employee and consultant resumes, project experience, graphics files, firm profiles, and narrative text. All of your firm's proposals are in the Vision database. You can use queries to find the applicable employee and project records quickly.

Each proposal that you create in Vision requires a merge template, which determines the proposal's page layout and formatting and the Info Center data to retrieve.

Proposals comes installed with a set of default merge templates (Microsoft Word .rtf files) for the SF254, SF255, and SF330 proposals. Additionally, you can create a different set of merge templates for producing these proposals.

The Custom Proposals application comes with sample merge templates created with Adobe InDesign (.indt files) and Microsoft Word (.rtf files). You can modify copies of the sample files to create custom templates.

Related Topics:

  • Custom Proposals Overview
    Use Custom Proposals to create proposals for private firms or for government or other public entities if the provided SF254, SF255, or SF330 proposals are not applicable.
  • SF330 and SF255 Proposals and Multicompany
    Some of the SF330 and SF255 fields are autopopulated with employee information that is entered in the Vision database. If you use Vision Multicompany, an employee record can be associated with multiple companies, which may impact the information that is included within the SF330 and SF255 proposal.
  • SF330 Proposals Overview
    Federal agencies use the SF330 form to obtain information from architecture and engineering firms about their professional qualifications. Vision automates the process of filing out the SF330.
  • SF330 Template Editor
    Use the SF330 Template Editor to create and maintain SF330 templates.
  • SF254 Proposals Overview
    SF254 is the "Architect-Engineer and Related Services Questionnaire," an annual statement of qualifications and performance data. Vision automates the process of filing out the SF254.
  • SF254 Template Editor
    Use the SF254 Template Editor to create and maintain SF254 templates. Vision SF254 Proposals is installed with a set of default merge templates. These merge templates are Rich Text File (.rtf) documents that have merge codes to copy data from the Vision database into an SF254 proposal.
  • SF255 Proposals Overview
    SF 255 is the "Architect-Engineer and Related Services Questionnaire for Specific Project" form. It is a supplement to the “Architect-Engineer and Related Services Questionnaire” (SF 254). Its purpose is to provide additional information regarding the qualifications of interested firms to undertake a specific Federal project.
  • SF255 Template Editor
    Use the SF255 Template Editor to create and maintain SF255 templates.
  • Resume by Query Overview
    Use Resume by Query to enter a resume for a custom proposal or an SF255 proposal.
Parent Topic: Welcome to the Deltek Vision Help System