Solit_PSP_Vol_II_LmtOnSubcontracting_REQD_0002.xlsx

XLSX spreadsheet 91 KB Posted

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Request for Proposal
Solicitation number
140P2026R0008
Issued by

About this file

This is a Report on Limitations on Subcontracting template required for small business, 8(a), or other socioeconomic set-aside service contracts (including construction) priced at or above $150,000. The template is designed to track and document prime contractor and subcontractor participation on federal contracts to ensure compliance with subcontracting limitations established under FAR clause 52.219-3, 14, 27, 29, or 30.

The template requires contractors to report the contract number, prime contractor name, current total contract price (including all executed modifications), type of set-aside (Small Business, HUBZone, SDVOSB, WOSB, 8(a), etc.), and period of performance. Contractors must classify their service type and track invoiced amounts accordingly: for services (except construction), the maximum subcontracting to non-similarly situated subcontractors is 50%; for general construction, 85%; and for construction by special trade contractors, 75%. The reporting calculation requires itemization of amounts invoiced by the prime contractor, amounts paid to similarly situated subcontractors (SSS), and amounts paid to non-similarly situated subcontractors (NSS), excluding material costs. The template includes automated formulas to calculate the prime and SSS participation percentage and the NSS subcontracting percentage. If the NSS percentage exceeds the contractually required threshold, the prime contractor must submit a written corrective action plan. This template version is dated July 25, 2019, and is applicable to the Interior Department National Park Service solicitation SUCR 333890 for contaminated debris remediation, maintenance storage facility replacement, and road drainage improvements.

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Template for Contracts and Indi Report on Limitations on Subcontracting [Template Version 7/25/19]

This report is required for small business, 8(a) or other socio-economic set-aside service contracts (including construction) priced at or above $150,000.

Contract Number:[Insert contract #]
Prime Contractor:[Insert prime contractor's company name]
Current Total Contract Price:[Insert the amount of the original contract + all excuted contract modifications]
Type of Set Aside:[Insert type of set-aside: Small Business, HUBZone, SDVOSB, WOSB, 8(a), etc.]
Period of PerformanceMM/DD/YYYY - MM/DD/YY
Type of Service (Required Participation):[Put an X in the applicable box below per clause 52.219-3, 14, 27,29,30]
1) Services (except construction). 50% maximum may be subcontracted to non-similary situated Subcontractors
2) General construction. 85% maximum may be subcontracted to non-similary situated Subcontractors
3) Construction by special trade contractors. 75% maximum may be subcontracted to non-similary situated Subcontractors
Participartion Calculation as of the Current Invoice
Amounts shown below shall include amounts from all previous invoices and the current invoice. Exclude the cost of materials.
1) Amount Invoiced by the Prime Contractor:$0
2) Portion of Amount Invoiced for All Similarly Situated Subcontractors (SSS)*$0
Total Amount Paid To:[Insert SSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0Add additional rows if more than 5 SSS
3) Portion of Amount Invoiced for Non-Similarly Situated Subcontractors (NSS)$0
Total Amount Paid To:[Insert NSS company name]$0
Total Amount Paid To:[Insert NSS company name]$0
Total Amount Paid To:[Insert NSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0
Total Amount Paid To:[Insert SSS company name]$0Add additional rows if more than 5 NSS
4) Prime & SSS Participation %ERROR:#DIV/0!Modify formula if additional rows added above
5) % subcontracted to NSSERROR:#DIV/0!Modify formula if additional rows added above
* Similarly Situated Subcontractor (SSS): is a small business subcontractor that is a participant of the same Small Business Administration (SBA) program that qualified the prime contractor as an eligible offeror and awardee of the contract as defined in 13 CFR 125.6 (i.e. Small Business, HUBZone Business, Service Disabled Veteran Owned Small Business (SDOVB), etc.)
** Limitation on Subcontracting Percentage = (Total amount invoiced by the Prime Contractor - Portion of total amount invoiced for Non-Similarly Situated Subcontractors (NSS)/ Total amount invoiced by the Prime Contractor)
Corrective Action Plan
If the NSS % noted in line 5 above is not in compliance with the % required by contract clause 52.219-3, 14, 27,29,30 then the prime contractor shall provide a written corrective action plan below:

Sheet2

Services (except construction)
General construction
Construction by special trade contractors

File details come from the government source that posted it. Updated .