Before You Create an SF330 Proposal

You can save time when you create SF330 proposals if you complete some steps and decisions before you begin.

• GovWin Capture Management does not save your work automatically. You must save your work often when you enter or modify data for a proposal.
• Although you can click in many of the SF330 blocks and enter the necessary information manually, this procedure does not enter data for the related areas of the SF330. For example, if you manually enter employee and contract data, rather than using the menu options to select data from lookup lists, you won't be able to use the auto-populate features in Section G.
• Use the SF330 Preference form to select a default template and some other default settings for your SF330 proposals.
• Make sure that all of the subcontractor vendor/partners that you use in Part C - Proposed Team are associated with their Contracts and/or Opportunities.
• Make sure that the correct office location is selected for each contract's or opportunity's subcontractor or vendor/partner.
• Make two description categories, one for Block 19(3) and one for Block 24, and enter a date for each.
• GovWin Capture Management enters data in the SF330 Section G matrix using two procedures:
  • It matches each employee role shown in Section E to the same role on a contract shown in Section F.
  • It also enters each employee shown in Section E who has a role on a contract shown in Section F.

    To modify the matrix, you can mark unequal contract roles as "similar" contract roles for this proposal.

• Use general terms for employee roles; for example, Architect instead of Architect 1. Add the more general employee roles to the Employee Role code table. These general roles can be used in the Project Role column in Section F.
• Likewise, add more general roles for vendor/partners to the Vendor/Partner Role code table. These general roles can be used for vendor/partners and consultants in the Role column in Section F.
• Make sure that all of the team members for a contract are associated with the contract. This includes both the employees at the office that is making the proposal, and the employees of vendor/partner or consultant firms that worked on the contract.
• Make sure that each employee's role is specified in each contract record. This data is necessary when you create resumes for Section F, and when GovWin Capture Management auto-populates Section G.
• Review the discipline codes, and change them if necessary. It is not necessary to add discipline codes that are in employee records and contract records now.
• If you created teams in Configuration > Team, and those teams are associated with employees in the Employees Info Center, you must add each team that belongs to a specific office location (firm) on the Associated Teams tab in Configuration > Team > Firm Setup - Proposals. GovWin Capture Management uses this association to find the office location for each employee and contract.
• You must install the GovWin Capture Management macro toolbar before you can insert contract graphics in Section F, block 24.
• Review and update the proposal firm record(s) that you will use in this proposal.