| Field | Description |
|---|
| 1. Title and Location (City and State)
|
Government instructions: Enter the title and location of the contract for which this form is being submitted, exactly as shown in the public announcement or agency request.
If you create the proposal from an opportunity,
Vision automatically populates this block. Otherwise you must enter the information manually.
|
| 2. Public Notice Date
|
Government instructions: Enter the posted date of the agency's notice on the Federal Business Opportunity website (FedBizOpps), other form of public announcement or agency request for this contract.
Click
Select Date to open the pop-up calendar and select the date.
|
| 3. Solicitation or Project Number
|
Government instructions: Enter the agency's solicitation number and/or project number, if applicable, exactly as shown in the public announcement or agency request for this contract.
Vision populates block 1 of Part II with the number you enter here, whether you generate the proposal from scratch or from an opportunity.
|
| B. Architect-Engineer Point of Contact
|
Government instructions for Section B (blocks 4 through 8): Provide information for a representative of the prime contractor or joint venture that the agency can contact for additional information.
You have three options for filling out this section:
-
If you create the proposal from an opportunity,
Vision automatically populates this block, using data from the record of the employee whose role on the General tab of the opportunity record matches that specified on the 330 Preferences form. If no role preference is set,
Vision uses the data in the employee record of the opportunity's
project manager.
-
Click
Select point of contact to open the Employee Lookup. You can select only one employee record.
Vision completes blocks 4 through 8 with data for the employee you select.
-
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.
|
| 4. Name and Title
|
If this data is entered by an auto-populate feature:
-
The
Name and
Title on the employee record's General tab shows here.
-
The name is formatted as specified on the 330 Preferences form. If no format is specified,
Vision uses the usual format,
[First],[Last].
Otherwise you must enter the data in this block.
|
| 5. Name of Firm
|
If this data is entered by an auto-populate feature,
Vision enters the name of the proposal firm whose Associated
Organizations tab lists:
-
The opportunity's
organization, if you make the proposal from an opportunity.
-
The employee's
organization, if you selected the employee using
Select point of contact from the shortcut menu.
Otherwise you must enter the data into this block.
|
| 6. Telephone Number
|
If this data is entered by an auto-populate feature, the
Work Phone and
Ext on the employee record's General tab show here.
Otherwise you must enter in this data.
|
| 7. Fax Number
|
If this data is entered by an auto-populate feature, the
FAX number on the employee record's General tab shows here.
Otherwise you must enter in this information.
|
| 8. E-Mail Address
|
If this data is entered by an auto-populate feature, the
EMail address on the employee record's General tab shows here.
Otherwise you must enter in this data.
|
| C. Proposed Team
|
Government instructions for Section C (blocks 9-11): Provide the contractual relationship, name, full mailing address, and a brief description of the role of each firm that will be involved in performance of this contract. List the prime contractor or joint venture partners first. If a firm has branch offices, indicate each individual branch office that will have a key role on the team. The named subcontractors and outside associates or consultants must be used, and any change must be approved by the contracting officer.
You have multiple options for filling out this section:
-
If you create the proposal from an opportunity,
Vision automatically populates this block, following these rules for selecting team members:
-
First, a row for the proposal firm whose Associated
Organizations tab lists the opportunity's
organization.
-
Then, a row for each firm whose Associated
Organizations tab includes an Opportunity team member (employee's)
organization.
-
Then a row for each
vendor associated with the opportunity.
-
If your company doesn't use
Vision
organizations,
Vision adds a row for the proposal firm.
-
Vision completes blocks 9 through 11 for each
vendor, and blocks 9 and 10 for each proposal firm.
-
To add your firm offices, click
Add Firms from the
 menu and select from the Firm lookup.
Vision populates blocks 9 and 10 for each firm you select.
-
To add
vendors, select
Add Vendors from the
menu and select from the
Vendor lookup.
Vision populates blocks 9 through 11 for each
vendor you select.
-
To add
vendor records that are connected to
client records, select
Add Clients from the
menu and select from the
Client Lookup, which shows
clients connected to
vendor/consultant records. Select the
clients you want.
Vision populates blocks 9 through 11 for each
vendor you select.
-
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.
Notes
-
In Section C of the SF330, a proposed team member is referred to in the government instructions as a "firm."
-
You cannot make more than 15
Vision selections on the table for Part I.
-
If you select more than five team members, click the right arrow in the section header to see the other team members.
-
If you try to delete a firm record from either Part II or Section C when the firm record is in both locations,
Vision tells you that if the firm is at the other location, it is deleted there also, and asks if you wish to continue.
|
| (Check)
|
On each row, only one check box can be selected for each proposal firm or
vendor.
To use these check boxes, see the government instructions for Section C. You can reorder the proposal firms and
vendors, and change the default selections:
-
The Prime checkbox is selected for each proposal firm.
-
The Subcontractor check box is usually selected on any row where a
vendor is added.
-
To add a J-V Partner, add the firm, then reenter the Firm Name to the name of the joint venture, and select this check box.
|
| 9. Firm Name
|
Specify the firm name in one of the following ways:
-
If you create the proposal from an opportunity,
Vision automatically populates the Firm Name:
-
For proposal firms,
Vision uses the name of the proposal firm whose Associated
Organizations tab lists the opportunity's
organization.
-
For
vendors,
Vision uses the
Name on the General tab of the
vendor record associated with the opportunity from which this proposal was created.
-
If the firm on this row is a proposal firm, the
Name on the firm's General tab is shown. If the firm is a
vendor, the
Name on the
vendor's General tab is shown. Otherwise you must enter the firm name.
|
| Check if Branch Office
|
This check box is active on rows that have proposal firm records.
|
| 10. Address
|
You have three options for filling out this section:
-
If you create the proposal from an opportunity,
Vision automatically populates the Address:
-
If it is a proposal firm,
Vision uses the address fields on the General tab of the proposal firm whose Associated
Organizations tab lists the opportunity's
organization.
-
If it is a
vendor,
Vision uses the address fields for the
vendor address listed on the opportunity's Team tab. If none of the
vendor's addresses is listed,
Vision uses the
vendor's primary address.
-
If the firm on this row:
-
Is a proposal firm, the address fields on the firm's General tab are shown.
-
Is a
vendor, the address fields of the
vendor's primary address are shown.
To specify a different address, click
Select Address and select from the lookup list.
To permit you to add the same
vendor, but at another address,
Vision does not prevent you from adding duplicate
vendors.
-
Otherwise you must enter in this data.
|
| 11. Role in this Contract
|
You have three options for filling out this section:
-
If you create the proposal from an opportunity:
-
If it is a proposal firm, you must type in the information.
-
If it is a
vendor, Vision populates this column with the
vendor's Role on the opportunity's Team tab.
-
If this firm is a
vendor, the
Specialty Description on the
vendor's General tab is shown.
-
Otherwise you must enter in this data.
|
| D. Organizational Chart of Proposed Team
|
Government instructions: As an attachment after Section C, present an organizational chart of the proposed team showing the names and roles of all key personnel listed in Section E and the firm they are associated with as listed in Section C.
Select the
Attached check box if the proposal has an organizational chart. If this is a new SF330 proposal, this check box is selected.
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