B08_Attachment_4_Limitations_on_Subcontracting_Report.xlsx

XLSX spreadsheet 91 KB Posted

Attached to
PR STINSON BEACH LIFEGUARD Federal contract opportunity
Solicitation number
140P8624R0011
Issued by
Department of the Interior National Park Service Pacific West Region

About this file

This document is a template for a Limitations on Subcontracting Report required for small business, 8(a) or other socio-economic set-aside service contracts (including construction) priced at or above $150,000. The report must be submitted by the prime contractor and includes details on the prime contractor's participation as well as the participation of similarly situated subcontractors (SSS) and non-similarly situated subcontractors (NSS). The report tracks the portion of the total contract amount invoiced by the prime and the subcontractors, with limitations on the percentage that can be subcontracted to NSS depending on the type of service (50% for services, 85% for general construction, or 75% for construction by special trade contractors). If the NSS percentage exceeds the contract limits, the prime contractor must provide a corrective action plan. This report template is related to the federal contract opportunity for PR Stinson Beach Lifeguard, solicitation number 140P8624R0011, issued by the Department of the Interior National Park Service Pacific West Region.

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Text version

Template for Contracts and Indi Limitations on Subcontracting Report

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 .