SF330 Part II is the general-qualifications half of the federal SF330 form. It holds your firm's profile: staff counts by discipline, experience codes, and average revenue. You complete it once for the whole firm, keep it on file, and reuse it across pursuits. It only works if you keep it current.
That last part is where most firms slip. Part I gets attention because a deadline forces it. Part II has no deadline, so it quietly goes out of date until an evaluator is the one who notices.
What Is SF330 Part II?
The SF330 has two parts that do different jobs. Part I covers one specific contract: the proposed team, the relevant projects, and the approach for that pursuit. Part II covers the firm itself. It is a general snapshot of who you are, how many people you have, what disciplines they work in, what kinds of projects you do, and how much A/E revenue you bring in.
You fill out one Part II per firm, or one per branch office if you submit work through separate offices. It does not change from pursuit to pursuit. Agencies keep it on file, sometimes use it for prequalification, and sometimes request it on its own. Because it is general and reusable, Part II is the one piece of the SF330 you are not supposed to rebuild every time. You maintain it.
What Goes in SF330 Part II?
Part II is a single standardized page made up of numbered blocks. Here is what each block holds and what knocks it out of date.
| Block | What it holds | What makes it go stale |
|---|---|---|
| Firm name and address (2) | Legal name and office address | Office moves, name changes after a merger |
| Year established (3) | The year the firm or branch was formed | Rarely changes |
| Unique Entity Identifier (4) | Your UEI from SAM.gov (replaced the DUNS number) | A lapsed or mismatched SAM.gov registration |
| Ownership and small-business status (5) | Ownership type and any small-business or socioeconomic status | Outgrowing a size standard, gaining or losing a certification |
| Point of contact (6) | Name, title, phone, and email for Part II questions | The contact leaves the firm |
| Former firm names (8) | Prior names and their UEIs, if applicable | A recent merger or acquisition |
| Employees by discipline (9) | A count of staff by function code, for this office and firm-wide | Every hire, departure, and promotion |
| Experience and revenue profile (10) | Project-type codes with a revenue index for the last 5 years | The 5-year window rolls forward each year |
| Annual average A/E revenue (11) | Federal and non-federal revenue ranges for recent years | Every closed fiscal year |
Two of these blocks carry most of the weight, and most of the staleness.
Block 9, employees by discipline, is a head count organized by standardized function codes from the SF330 instructions (civil engineer, structural engineer, surveyor, planner, CAD technician, and so on). You report how many people in each discipline work in the submitting office and across the whole firm. Every time someone is hired, leaves, or moves into a new role, this block drifts away from reality.
Block 10, the experience and revenue profile, uses standardized profile codes for the types of work you do (highways, bridges, water supply, environmental, and the rest). For each code you give a revenue index that shows roughly how much of that work you have done over the last 5 years. As the window moves and your mix of work changes, a profile that was accurate two years ago understates what your firm does now.
Why Part II Is the One Part You Reuse
Part I should be tailored to every solicitation. The proposed team, the project experience sheets, and the Section H narrative all change with the pursuit. Reusing a Part I as-is is how firms lose shortlist points.
Part II is the opposite. It is meant to be stable and general, the same document behind dozens of submittals. That is the value of it: maintained once, it saves you from re-entering firm data on every pursuit. But the same trait that makes it reusable makes it easy to ignore. A document with no per-pursuit deadline gets updated only when someone notices it is wrong, which is usually in front of an agency.
Part II Does Double Duty as Prequalification
A current Part II is not only for federal submittals. Many state DOTs and local agencies run a prequalification process before a firm can pursue their work, and the general qualifications package they ask for mirrors Part II: firm profile, staff by discipline, experience by work type, revenue. Seven of the top ten state DOTs use their own forms rather than the SF330, but the underlying firm facts are the same. Keep Part II current and most of a prequalification renewal is already done. Let it lapse and you risk being locked out of pursuits before they open, because prequalification is the gate you clear before you can even respond.
Why SF330 Part II Goes Stale
A common version of this shows up in proposal teams constantly: the firm has grown from 40 people to 70, opened a second office, picked up three new service lines, and its Part II still describes the firm from a few years ago. Each block decays on its own clock.
- Head counts move constantly. Block 9 is wrong the week after any hire or departure. A firm that has grown is underselling its own depth on every submittal.
- Revenue rolls every year. Blocks 10 and 11 are built on multi-year windows. Once a fiscal year closes, last year's numbers are out of date and the oldest year drops out of the window.
- Your work mix changes. New service lines do not appear in Block 10 until someone adds the codes. A firm that moved into water or transportation work two years ago can still read like a firm that does not.
- SAM.gov drifts. If your UEI or registration lapses or no longer matches Block 4, you have a compliance problem, not just a stale one.
- Mergers leave traces. After an acquisition, the former firm names, UEIs, ownership, and small-business status in Blocks 5 and 8 are often the last things anyone updates. When firms combine, the qualifications data is the hardest thing to reconcile.
- Representative projects age out. Many firms keep a general project list alongside Part II. If the newest project on it finished in 2017, the package quietly tells every evaluator that nothing notable has happened since.
None of these failures is dramatic. They accumulate. By the time anyone looks, the firm's own qualifications form is describing a smaller, narrower, older firm than the one submitting it.
How Often Should You Update SF330 Part II?
The baseline is once a year. Beyond that, certain events should trigger an update no matter when they happen.
| Update trigger | Why it matters |
|---|---|
| Annual review (fixed month) | Catches head count, revenue, and the rolling 5-year window |
| Fiscal year close | Blocks 10 and 11 depend on revenue by year |
| A merger or acquisition | Changes name, ownership, UEI, former-firm blocks, and combined staff counts |
| Crossing a size standard | Block 5 small-business status affects set-aside eligibility |
| Opening or closing an office | Branch-office Part IIs and firm-wide counts both shift |
| A new service line | Block 10 profile codes should reflect work you now pursue |
| SAM.gov renewal | Keeps your UEI and registration consistent with Block 4 |
Pick a fixed month for the annual pass so it does not depend on anyone remembering. Many firms tie it to the fiscal year close, when the revenue numbers are already being calculated.
A Part II Maintenance Routine
A current Part II is a short, repeatable checklist, not a project. Once a year, and after any trigger event, run through it.
- Confirm the firm profile. Legal name, address, year established, ownership, and small-business status. Update former-firm blocks if anything changed.
- Reconcile the UEI with SAM.gov. Make sure Block 4 matches your active registration and the registration is not close to expiring.
- Rebuild the discipline counts. Pull current head count by discipline and role for the office and the firm. This is only fast if your staff data is current somewhere other than the form.
- Refresh the experience and revenue profile. Add codes for new work types, drop nothing real, and update the revenue index for the current 5-year window.
- Update the revenue blocks. Enter the most recent federal and non-federal averages once the fiscal year closes.
- Review the representative project list. Swap aged-out projects for recent, relevant work so the package reflects the firm as it is now.
- Save it where the next person can find it. A current Part II that lives on one person's laptop is a key-person risk.
Where the Data Should Live
Notice what every step above depends on: current firm data that exists somewhere other than the form itself. The reason Part II goes stale is that the numbers live only inside a document nobody owns. Head counts, certifications, revenue by year, and project history sit in separate spreadsheets, HR systems, and individual memory, so updating the form means re-gathering all of it by hand.
The firms that keep Part II current do not have more discipline than everyone else. They keep the underlying data in one place and let the form draw from it. When staff records, project history, and revenue are maintained as structured data instead of scattered documents, the annual update becomes a review instead of a reconstruction. That is the same source data behind your staff resumes and project sheets. RFPM.ai keeps firm data structured and current so the qualifications you reuse, Part II included, describe the firm as it is today, not as it was the last time someone had a free afternoon to rebuild the form.
A current Part II is not really about the form. It is about whether your firm's basic facts are written down somewhere you can trust. Responding to more pursuits without adding staff starts with not re-entering the same firm data every time.
Frequently Asked Questions
What does Part 2 include in an SF330?
SF330 Part II includes your firm's general qualifications: legal name and address, year established, Unique Entity Identifier, ownership and small-business status, a point of contact, former firm names if any, a count of employees by discipline, a profile of experience by project type with a revenue index for the last 5 years, and annual average A/E revenue. It is a firm-level snapshot, not contract-specific.
How often should you update SF330 Part II?
At least once a year, on a fixed schedule so it does not depend on anyone remembering. Update it sooner after any event that changes the firm: a merger or acquisition, crossing a small-business size standard, opening or closing an office, adding a service line, a fiscal year close, or a SAM.gov renewal. Agencies expect Part II to reflect current firm data.
What is the difference between SF330 Part I and Part II?
Part I is contract-specific and tailored to each solicitation: the proposed team, relevant projects, and approach for that pursuit. Part II is general and reusable, a firm-level profile of staff, experience, and revenue that you maintain once and submit behind many pursuits. Part I wins shortlists. Part II is the reference document that should always be current.
Do you submit SF330 Part II with every proposal?
Often, yes. Many solicitations ask for a current Part II from the prime and each team member alongside the Part I submittal. Agencies also keep Part II on file and sometimes request it on its own for prequalification. Because it travels with so many submittals, an out-of-date Part II is visible to a lot of evaluators.
What are function codes and profile codes in SF330 Part II?
They are the standardized code lists in the SF330 instructions. Function codes, also called discipline codes, classify staff by profession and are used in Block 9 to count employees by discipline. Profile codes classify types of work and are used in Block 10 to describe your firm's experience and revenue by project type. Using the right codes is what lets an agency compare firms consistently.