SF330 form

Peak Proposal Prowess – A Primer for SF330 Production (3-Part Series)

Format: Three live webinars (April 9th, April 10th, and April 11th, 2019)
Duration: Approx. (webinar 1 – 60 mins, webinar 2 – 90 mins, webinar 3 – 90 mins)
Trainer: Carrie Ann Williams
NCMA Certifications: 4 CPEs

APTAC Certifications: 2 ATCs
APTAC BOK: E.2 Government Contract Formats (Core)

*You only need to register once to have access to all three webinars.

**The on-demand recording of each webinar will be available on April 17th.

Under the Brooks Act, architecture and engineering services (A-E Services) must be procured
through a qualifications-based process for agencies to select the most highly qualified firms –
not the lowest price.

Since 2004, A-E firms submit their qualifications on the Standard Form 330 (SF330) for federal government agencies (and some state and local agencies). The SF330 form is designed to demonstrate a firm’s competence and qualifications to perform the work required by the government.

Developing SF330 responses to government solicitations is part art and part process. In this 3-
part training we’ll dissect the best practices and the proven process to prepare detailed and responsive SF330s while letting your creativity and brand come through. Using real-world feedback from Government reviewers, we’ll present a step-by-step discussion of each SF330 section, emphasizing key success factors to ensure the entire submission highlights your firm’s personnel and past performance to help you rise to the top.

Here’s what you will learn:

Webinar 1 – An Overview of the SF330 and Standard Best Practices for Part I and Part II
(60 minutes)

  • SF330 evolution from the SF254/255
  • Trends today
  • Critical success factors
  • How agencies evaluate the forms
  • Overview of Part I
  • Overview of Part II
  • SF330 Preparation Checklist
  • Data calls to support your win themes

Webinar 2 – Preparing your SF330 Response; Part I Sections A-G (90 Minutes)

  • Sections A and B – Stick to the facts
  • Section C – Maximize your team
  • Section D – Organizational Charts that display success
  • Section E – Show your professional qualifications
  • Section F – Demonstrate specialized experience
  • Section G – Relationship status

Webinar 3 – Preparing your SF330 Response; Part I Section H, Part II, and Final Quality
Control (90 Minutes)

  • Section H
  • Dissecting the solicitation
  • Outlining and storyboarding each required factor
  • Part II – required information and alignment with Sections C, E, and F
  • SF330 QC Checklist

Target Audience: Architecture and engineering firms required to submit their qualifications on the Standard Form 330 (SF330)

Meet Your Trainer:

Carrie Ann Williams

CARRIE ANN WILLIAMS. As the principal of the award-winning firm, Andana Consulting, Carrie Ann Williams, CPSM works with organizations to guide proposal development and create amazing marketing content.

For more than 18 years, she has worked with organizations to track, pursue, position, and propose on local, state and federal government solicitations – and private organizations too. When not leading proposal strategy, she guides firms to develop their marketing game plan – starting with a strategic workshop, moving through research and analysis, resulting in clear marketing goals and an implementation plan of tactics to reach them.

Carrie Ann is also known for leading interactive, insightful and actionable training workshops and presentations providing insight into marketing and business development strategies for professional services firms. Her sessions have taken her across the country to train companies and organizations, including local and national events for SAME, SMPS, AIA, and NVSBE.

When not working at Andana, she and her husband are busy at their home – Willow Spring Farm – restoring the pre-civil war log cabin and maintaining the 36-acre farm in Maryland.

She is active with Society of American Military Engineers (SAME), the Society for Marketing Professional Services, Urban Land Institute, and the American Institute of Architects. Recognitions include the Young Member Award from SAME Baltimore and the SAME Regional Vice President’s Medal. A Certified Professional Services Marketer, Carrie Ann has an undergraduate degree in English Literature and a Master of Business Administration degree. Carrie Ann is also “Inbound Certified” and “Content Marketing Certified” from HubSpot.

Hourly Schedule


Apr 09 2019 - Apr 11 2019


1:00 pm - 2:30 pm

Local Time

  • Timezone: America/New_York
  • Date: Apr 09 2019 - Apr 11 2019
  • Time: 13:00 - 14:30