Att_4_Limitations_on_Subcontracting_Report_140P8523R0004.xlsx

XLSX spreadsheet 91 KB Posted

Attached to
Replace Pumps and Motors at Marin Headlands - Nati
Solicitation number
140P8523R0019
Issued by

About this file

This template provides guidance for prime contractors on reporting compliance with limitations on subcontracting requirements on certain small business set-aside contracts. It requires contractors to submit details on amounts invoiced and paid to similarly situated and non-similarly situated subcontractors, and calculate the percentages of work performed by the prime and subcontracted to non-similarly situated firms. Services contracts allow up to 50% subcontracting to non-similarly situated firms, general construction up to 85%, and construction by special trade contractors up to 75%. The template includes space for a corrective action plan if the contractor is non-compliant.

The related federal contract opportunity is a solicitation from the National Park Service within the Department of the Interior to replace pumps and motors at the Marin Headlands National Seashore in California.

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Other files

File Type Posted
RFI_001_0001.pdf PDF
Sol_140P8523R0019_Amd_0001.pdf PDF
Photos_-_Amendment_0001_0001.zip ZIP file
Att_2_Pump_Locations_Map_-_Pumps_Motors_Marin_Headlands.pdf PDF
Att_5_Bid_Schedule.xlsx XLSX spreadsheet
Att_1_Divisions_1-48_Specifications_-_June_9.pdf PDF
Att_6_PPQ_140P8523R0019.docx DOCX document
Sol_140P8523R0019.pdf PDF
Att_3_CA20230007_Marin_County_-_August_17_2023.pdf PDF

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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 .