How the Codes Are Used in Part II

Picking the right code is the easy half. The instructions also set rules about ordering, write-ins, and counting, and those are where Part II most often goes wrong.

Block 9 — Employees by Discipline

Where the function codes go. Counts people, not revenue.

  • List the disciplines in the same numerical order they appear in the table below.
  • After the listed disciplines, write in any additional ones and leave the function code blank.
  • List no more than 20 disciplines. Group everyone else under “Other Employees.”
  • Count each person only once, according to their primary function.
  • Column c(1) is the whole firm including all branch offices. Column c(2) is the branch office this Part II is prepared for.

Block 10 — Profile of Firm's Experience and Annual Average Revenue

Where the profile codes go. Reports revenue, averaged over the last five years.

  • Enter the experience categories that most accurately reflect the firm's technical capabilities and project experience.
  • List them in the same numerical order as the table below.
  • Write in any unlisted relevant categories after the listed ones, and leave the profile code blank.
  • Enter a revenue index number for each category, reflecting professional services revenue averaged over the last five years.
  • A project can sit in one category or be broken into components across several, whichever better reflects the work performed.
  • Do not double count the revenue received on a particular project.

The counting rules are the ones that quietly drift. A firm that hires, promotes, or opens a branch office changes its Block 9 headcount without anyone touching the form, and a Part II that still reports last year's staff is the kind of thing an evaluator can check. The Part II walkthrough covers how often each block needs refreshing and what triggers an off-cycle update.

This is also the point where the data problem shows up. Block 9 is a headcount by discipline and Block 10 is revenue by work category, so both answers already exist in the firm's staff and project records. They are just rarely in a form that can be counted on demand. That is the job RFPM.ai does: keep staff and project records structured so a Part II regenerates current instead of being rebuilt from memory each time.

Frequently Asked Questions

What are SF330 function codes?

Function codes are the two-digit numbers, 01 through 62, that label staff disciplines in SF330 Part II, Block 9. Each employee is counted once under their primary function. Civil Engineer is 12, Project Manager is 48, Land Surveyor is 38.

What are SF330 profile codes?

Profile codes are the letter-and-number codes, A01 through Z01, that label experience categories in SF330 Part II, Block 10. Each one carries a revenue index reflecting professional services revenue averaged over the last five years. Bridges is B02, Highways is H07.

What is the difference between a function code and a profile code?

Function codes describe your people and go in Block 9: how many staff work in each discipline. Profile codes describe your work and go in Block 10: which experience categories the firm performs, and roughly how much revenue each one brings in.

How many disciplines can you list in SF330 Block 9?

No more than 20. The instructions say to list the relevant disciplines in numerical order, then group every remaining employee under “Other Employees.” Each person is counted only once, under whichever discipline is their primary function, so the column totals match your actual head count.

What if your discipline or experience category is not on the SF330 list?

Write it in. The instructions allow additional disciplines and unlisted experience categories after the listed ones, with the code left blank. The blank is correct here, so do not borrow a nearby code that does not actually describe the work.

Related reading

RFPM.ai keeps staff and project records structured, so the numbers Part II asks for come out of the same place your resumes and project sheets do. See how it works →