3_Limitations_On_Subcontracting_Report.xlsx

XLSX spreadsheet 90 KB Posted

Attached to
Garage Door Replacement in Support of Yosemite
Solicitation number
140P8524Q0105
Issued by

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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 provides details on the prime contractor, contract number, current total contract price, type of set-aside, period of performance, and the applicable limitation on subcontracting clause (52.219-3, 14, 27, 29 or 30). It requires the prime contractor to report the amount invoiced, the portion attributed to similarly situated subcontractors, the portion attributed to non-similarly situated subcontractors, and the calculated participation percentages. If the percentage subcontracted to non-similarly situated subcontractors exceeds the allowable limit, the prime contractor must provide a corrective action plan.

The related federal contract opportunity is for Garage Door Replacement in Support of Yosemite, issued by the Department of the Interior National Park Service. The solicitation number is 140P8524Q0105.

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Sol_140P8524Q0105_Amd_0001.pdf PDF
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2_Wage_Determination_CA20240018_08-08-2.pdf PDF
1_SOW_YOSE_Elderberry_Hodgdon_Doors.pdf PDF
Sol_140P8524Q0105.pdf PDF

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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-similarly 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 .