Additional Info Tab of Firm Setup - Proposals

Use the Additional Info tab to enter and maintain data for each office location.

This information is used in 254/255/330 Proposals.

Contents

Header Information

Field Description
Date Established Click Calendar and select the date when this office was established.

Proposals uses this date in Block 2 of the SF254.

Ownership Type Indicate the type of company; For example, Corporate, Publicly Held, or Privately Held, and so on.

Proposals uses this information in Block 4 of the SF254.

Total Personnel Enter the total number of personnel for this location only.

Vision sums all locations' totals and enters it in Block 7a of the SF254. If you select Calculate total personnel on the 254 Preferences form, Vision uses the Linked Employees value instead.

You must maintain this field manually. It lets your organization populate the total personnel information on the 254 form even if not all of the employee/firm links are in place. It is suited to large firms who do not have all of their employees in Vision and linked to firm records.

Linked Employees This field displays the number of active employees in the Employee Info Center whose organization is listed on the Associated Organizations tab of the current Firm Setup - Proposals record.

Minority Status

Field Description
Small Business Select this option if your firm is eligible for Small Business status.

Proposals uses this information in Block 4A of the SF254.

Small Disadvantaged Select this option if your firm is eligible for Small Disadvantaged status.

Proposals uses this information in Block 4B of the SF254.

Woman Owned Select this option if your firm is eligible for Woman Owned status.

Proposals uses this information in Block 4C of the SF254.

Interested in Foreign Work Select this option if your firm is interested in foreign work.

Proposals uses this information in Block 9 of the SF254.

Parent Firm Use this field to link the current firm record to parent firm information.

Proposals uses the contents of this field in Section 5 of the SF254.

You can use the Search field or click Search to open the Firm lookup.

Vision creates a link between the record you select here and the corresponding firm record. You can then click the name in this field to open the firm record.

Former Parent Firms Grid

Field Description
Former Parent Firms drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to insert a new blank row on the grid so that you can add an another parent firm.
Delete Highlight a grid row and click this option to delete a row from the grid. Removing a firm from the Former Parent Firms grid does not delete the firm from the database.
Name This field displays the name of the former parent firm.
Date Est. This field displays the date the firm was established. Click Calendar to select a different date.
Date Name Changed This field displays the date the name of the former parent firm was changed. Click Calendar to select a different the date.
DUNS Number Enter your firm's number based on the Data Universal Numbering System (DUNS). On the SF330 Proposal form, this is the Unique Entity Identifier.

Service Fees Grid

Use this grid to enter the firm's professional services fees received each year for the past 5 years.

If this information is for use in Section 9 of an SF254 Proposal, you must enter fees each year for:

  • Work performed directly for the Federal Government or as a sub to other professionals.
  • All other domestic work, US and possessions, including Federally assisted projects.
  • All other foreign work.

Section 9 contains an option to list fees received by the firm in the last 5 years by category, indexed by the range of the amount. Index and range information is listed in the same section to the right of service fees. Vision does not display the Service Fees grid if you do not use Vision 254/255 Proposals.

Field Description
Service Fees drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to insert a new blank row on the grid so that you can add an another services fees line.
Delete Highlight a grid row and click this option to delete a row from the grid. Deleting a firm from the grid does not delete the firm from the database.
Year Enter the year.
Category Select the appropriate fee category for the line item.
Fee Index Select the appropriate fee index for each line item. The fee index indicates the range of the dollar amount of the fee.