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SF330 Part II Tab

Use this tab to enter General Qualifications data for Part II of an SF330 proposal. You must fill out a Part II form for each proposal firm in the Proposed Team (Block C on Page 1 of Part I).

When a Part II is added for a firm, Vantagepoint completes the SF330 proposal form using information from the firm's SF330 tab. All blocks are automatically populated from Firm Setup - Proposals except:

  • Block 1, which is auto-populated from Page 1 of the SF 330
  • Blocks 6a–6c (Point of Contact)
  • Blocks 12a–12c (Authorized Representative)

Contents

Field Description
Part II - General Qualifications Government instructions: See the "General Instructions" on page 1 for firms with branch offices. Prepare Part II for the specific branch office seeking work if the firm has branch offices.

Vantagepoint automatically adds a Part II for the following firms:

  • If you created this proposal from an in pursuit project, a Part II is created for the in pursuit project's firm. In the desktop application, in Configuration > Organization > Firm Setup - Proposals, each organization is linked to a firm. An in pursuit project’s firm is determined by the in pursuit project’s organization and the firm to which that organization is associated in Firm Setup - Proposals.
  • Any firm that has been added to Block C on Page 1 of the SF330.

To add a Part II for a firm, select from these options:

  • From the shortcut menu, select Add All Proposal Firms from Proposed Team.
  • From the shortcut menu, select Add Proposal Firms.
  • Add a firm to Page 1, Block C.

From the shortcut menu, you can delete firm records from Part II.

1. Solicitation Number (If any) Government instructions: If Part II is submitted for a specific contract, insert the agency's solicitation number and/or project number, if applicable, exactly as shown in the public announcement or agency request.

Vantagepoint populates this block with the data you entered in Block 3 of the Page 1 tab. Otherwise you must enter this data manually. Vantagepoint does not auto-populate Block 3 on the Page 1 tab.

2a. Firm (or Branch Office) Name If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the Name field on the firm's Overview tab. Otherwise you must enter this data manually.
2b. Street If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block in one line, from the Address 1 and Address 2 fields on the firm's Overview tab. Otherwise you must enter this data manually.
2c. City If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the City field on the firm's Overview tab. Otherwise you must enter this data manually.
2d. State If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the State field on the firm's Overview tab. Otherwise you must enter this data manually.
2e. Zip Code If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the Zip field on the firm's Overview tab. Otherwise you must enter this data manually.
3. Year Established If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the year portion of the Date Established field on the firm's Additional Info tab.

Otherwise you must enter this data manually.

4. Unique Entity Identifier Government instructions: Insert the unique entity identifier issued by the entity designated at SAM. See FAR Part 4.6.

If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block with the entry in the Unique Entity Identifier field on the firm's SF330 tab in Firm Setup - Proposals Configuration. Otherwise you must manually enter the unique entity identifier in this field.

5. a. Ownership - Type Government instructions: Enter the type of ownership or legal structure of the firm (sole proprietor, partnership, corporation, joint venture, and so on).

If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the Ownership Type field on the firm's Additional Info tab. Otherwise you must enter this data manually.

5. b. Ownership - Small Business Status Government instructions: Refer to the North American Industry Classification System (NAICS) code in the public announcement, and indicate if the firm is a small business according to the current size standard for that NAICS code (for example, Engineering Services (part of NAICS 541330), Architectural Services (NAICS 541310), Surveying and Mapping Services (NAICS 541370)). The small business categories and the internet website for the NAICS codes appear in FAR Part 19. Contact the requesting agency for any questions. Contact your local U.S. Small Business Administration office for any questions regarding Business Status.

If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block based on the Small Business checkbox on the firm's Additional Info tab: Yes if the checkbox is selected or No if the checkbox is cleared.

Otherwise you must enter this data manually.

6a. Point of Contact Name and Title Government instructions: Provide this information for a representative of the firm that the agency can contact for additional information. The representative must be empowered to speak on contractual and policy matters.

Choose from the following options:

  • If you create this proposal from an in pursuit project, Vantagepoint auto-populates this block with data for the employee whose in pursuit project role matches the Role used for Selection on the 330 Preferences form. If no preference is specified, Vantagepoint enters data for the in pursuit project's project manager.
  • From the menu, use Select Employee to select an employee. You can only select employees that are linked to an organization for this firm. Vantagepoint uses the employee's Name and Title, formatting the name as specified in Name Format on the 330 Preferences form. If no preference is specified, Vantagepoint uses First Name and Last Name.
  • From the menu, use Add Any Employee to select an employee. You can select any employee regardless of their organization. Vantagepoint uses the employee's Name and Title, formatting the name as specified in Name Format on the 330 Preferences form. If no preference is specified, Vantagepoint uses First Name and Last Name.
  • You can enter in the data manually. Deltek strongly recommends against this. It disables the auto-populate features here and in other parts of the SF330 form.
b. Telephone Number If the employee in Block 6a was added using an auto-populate feature, Vantagepoint populates this block from the employee's Work Phone.

Otherwise you must enter this data manually.

c. Email Address If the employee in Block 6a was added using an auto-populate feature, Vantagepoint populates this block from the employee's EMail.

Otherwise you must enter this data manually.

7. Name of Firm (If block 2a is a branch office) Government instructions: Enter the name of the firm if Part II is prepared for a branch office.

Choose from these options:

  • If you created this proposal from an in pursuit project, Vantagepoint populates this block with data for the proposal firm whose Associated Organization's tab lists the in pursuit project's organization.
  • For each firm you added using the shortcut menu, Vantagepoint populates this block with the name of the Parent Firm on the firm's Additional Info tab. If Parent is selected on the firm's Overview tab, Vantagepoint leaves this block empty.
  • You can enter the data manually. Deltek strongly recommends against this. It disables the auto-populate features here and in other parts of the SF330 form.
8a. Former Firm Name(s) (If any) Government instructions: Indicate any other previous names for the firm (or branch office) during the last six years. Insert the year that this corporate name change was effective and the associated unique entity identifier. This information is used to review past performance on Federal contracts.

Choose from these options:

  • If you created this proposal from an in pursuit project, Vantagepoint populates this block from the Name on the first three rows of the Former Parent Firms grid of the proposal firm whose Associated Organization's tab has the in pursuit project's organization, if the firm's Date Name Changed is a minimum of six years before today's date.
  • For each firm you added using the shortcut menu, Vantagepoint populates this block from the Name on the first three rows of the Former Parent Firms grid on the firm's Additional Info tab whose Date Name Changed is a minimum of six years before today's date.
  • You can enter the data manually. Deltek strongly recommends against this. It disables the auto-populate features here and in other parts of the SF330 form.
8b. Yr. Established Choose from these options:
  • If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block from the firm's Former Parent Firms grid, using Date Est..
  • You can enter the data manually. Deltek strongly recommends against this. It disables the auto-populate features here and in other parts of the SF330 form.
8c. Unique Entity Identifier Choose from these options:
  • If the proposal firm was added using an auto-populate feature, Vantagepoint populates this block with the entry in the Unique Entity Identifier field in the Former Parent Firms grid on the Additional Info tab in Firm Setup - Proposals Configuration for the firm.
  • You can enter the data manually.
9. Employees by Discipline Government instructions: Use the relevant disciplines and associated function codes shown at the end of these instructions and list in the same numerical order. After the listed disciplines, enter in any additional disciplines and leave the function code blank. List no more than 20 disciplines. Group remaining employees under "Other Employees" in column b. Each person can be counted only once according to their primary function. If Part II is prepared for a firm (including all branch offices), enter the number of employees by disciplines in column c(1). If Part II is prepared for a branch office, enter the number of employees by discipline in column c(2) and for the firm in column c(1).

Vantagepoint populates Block 9 from the proposal firm's Disciplines grid on the SF330 tab of Configuration > Organization > Firm Setup - Proposals.

From the menu, you can:

  • Add Disciplines: Select from a list of all SF330 disciplines. You can select multiple disciplines at the same time. If you try to add more disciplines after you have 20 disciplines in Block 9, Vantagepoint tells you that you cannot add more.
  • Delete Disciplines: Opens a Delete Item(s) dialog box that shows the disciplines that are in the proposal now.
  • Reorder Disciplines: Opens a Reorder Items dialog box that shows the disciplines that are in the proposal now. Select the discipline whose sequence to change, then click Up or Down to move the discipline to a different location in the list.
  • Recalculate Counts: Recalculates the total number of employees in each discipline. If the number of employees changes after you enter data in Part II, or if you add or delete disciplines, select this option to re-calculate the total quantities. When you use Recalculate Counts, Vantagepoint deletes the number of disciplines that you wrote in this block.
9a. Function Code Vantagepoint populates this block with the discipline's Code.
9b. Discipline Vantagepoint populates this block with the discipline's Description.
9c. No. of Employees - (1) Firm Vantagepoint enters the number of employees across all organizations:
  • Whose Skills grid on the Experience tab lists the discipline on this row as their Primary discipline; and
  • Whose Status is Active; and
  • Whose Termination Date is empty on the Personal tab.

In Other Employees, Vantagepoint enters discipline totals based on the remaining number of active employees by primary discipline, including both SF330 and non-SF330 disciplines, minus those disciplines selected in Block 9.

Vantagepoint populates Total with the sum of all rows in this column.

To refresh this block, select Recalculate Counts from the menu in Block 9.

9c. No. of Employees - (2) Branch Vantagepoint enters the number of employees for this proposal firm:
  • Whose Skills grid on the Experience tab lists the discipline on this row as their Primary discipline; and
  • Whose Status is Active; and
  • Whose Termination Date is empty on the Personal tab.

In Other Employees, Vantagepoint enters the discipline totals based on the firm's remaining number of employees by primary discipline, including both SF330 and non-SF330 disciplines, minus those disciplines selected in Block 9.

Vantagepoint populates Total with the sum of all rows in this column.

To refresh this block, select Recalculate Counts from the menu in Block 9.

10. Profile of Firm's Experience and Annual Average Revenue for Last 5 Years Government instructions: Profile of Firm's Experience and Annual Average Revenue for Last 5 Years. Complete this block for the firm or branch office for which this Part II is prepared. Enter the experience categories which most accurately reflect the firm's technical capabilities and project experience. Use the relevant experience categories and associated profile codes shown at the end of these instructions, and list in the same numerical order. After the listed experience categories, enter in any unlisted relevant project experience categories and leave the profile codes blank. For each type of experience, enter the appropriate revenue index number to reflect the professional services revenues received annually (averaged over the last 5 years) by the firm or branch office for performing that type of work. A particular project may be identified with one experience category or it may be broken into components, as best reflects the capabilities and types of work performed by the firm. However, do not double count the revenues received on a particular project.

Vantagepoint populates Block 10 a - c from the proposal firm's Project Codes grid on the SF330 tab of Configuration > Organization > Firm Setup - Proposals.

To add additional project codes, select Add Profile Codes from the shortcut menu. You can also use the shortcut menu to delete or reorder profile codes.

From the menu, you can:

  • Add Profile Codes: Select from a list of all SF330 profile codes. You can select multiple profile codes at the same time. If you try to add more profile codes after you have 22 profile codes in Block 10, Vantagepoint tells you that you cannot add more.
  • Delete Profile Codes: Opens a Delete Item(s) dialog box that shows the profile codes that are in the proposal now.
  • Reorder Profile Codes: Opens a Reorder Items dialog that shows the profile codes that are in the proposal now. Select the profile code whose sequence to change, then click Up or Down to move the profile code to a different location in the list.
10a. Profile Code Vantagepoint populates this block from Code on the Project Codes grid of the SF330 tab.

You cannot edit this block. To delete or reorder a profile code, use the shortcut menu for Block 10.

10b. Experience Vantagepoint populates this block from Description on the Project Codes grid of the SF330 tab.

You cannot edit this block. To add, delete, or reorder a profile code, use the shortcut menu for Block 10.

10c. Revenue Index Number To comply with the Brooks Act, which prohibits fee-based federal procurement of architectural and engineering services, and to maintain the confidentiality of your company's financial records and simplify completion of Part II, Block 10c of the SF330, the federal government requires use of Professional Services Revenue Index Numbers.

The SF330 index is a revised version of the Professional Services Revenue Index.

Vantagepoint populates this block based on the proposal firm's Annual Average Revenue - Last 3 Years on the SF330 Tab of Configuration > Organization > Firm Setup - Proposals.

11. Annual Average Professional Services Revenues of Firm for Last 3 Years Government instructions: Complete this block for the firm or branch office for which this Part II is prepared. Enter the appropriate revenue index numbers to reflect the professional services revenues received annually (averaged over the last 3 years) by the firm or branch office. Indicate Federal work (performed directly for the Federal Government, either as the prime contractor or subcontractor), non-Federal work (all other domestic and foreign work, including Federally-assisted projects), and the total. If the firm has been in existence for less than 3 years, see the definition for "Annual Receipts" under FAR 19.101.

For each firm that you add, Vantagepoint populates blocks 11 a - c.

Otherwise you must enter this data manually.

11a. Federal Work Vantagepoint populates this block with the revenue index number in Federal Work on the firm's SF330 tab.

Otherwise you must enter this data manually.

11b. Non-Federal Work Vantagepoint populates this block with the revenue index number in Non Federal Work on the firm's SF330 tab.

Otherwise you must enter this data manually.

11c. Total Work Vantagepoint populates this block with the revenue index number in Total Work on the firm's SF330 tab.

Otherwise you must enter this data manually.

12. Authorized Representative — The foregoing is a statement of facts. Government instruction: An authorized representative of the firm or branch office must sign and date the completed form. Signing attests that the information provided is current and factual. Provide the name and title of the authorized representative who signed the form.
a. Signature Block 12a of the merge template for this page contains a graphics placeholder.

After you merge the SF330 proposal, you can open the merged proposal in Microsoft Word and merge the signature image of the employee who is selected in Block 12c.

b. Date Click Select Date and select the date from the popup calendar.
c. Name and Title Click Select Signer to open a dialog box showing those employees whose organization is on the Associated Organizations tab of a firm added to Section C.

Or click Select any Signer to open a dialog box that shows all employees.

Vantagepoint adds the selected employee's name and title in one line, formatted as you specify in Name Format on the 330 Preferences form.