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
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
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.
|
