Attachment_3_-_Limitations_on_Subcontracting_Report.xlsx

XLSX spreadsheet 717 KB Posted

Attached to
Cancer Research Data Commons Data Discovery Portal Federal contract opportunity
Solicitation number
140D0426Q0384
Issued by
Department of the Interior Departmental Offices Interior Business Center

About this file

This file is a template for Limitations on Subcontracting reporting required under federal small business contracting requirements. The document provides standardized reporting formats for both draft and final reports across multiple contract performance periods: Base Period, Option Period 1 (OP1), Option Period 2 (OP2), Option Period 3 (OP3), and Option Period 4 (OP4).

Each report section captures the following key data elements: Contract Number (PIID), Type of Set Aside (Small Business), Total Contract Value, Performance Period dates, Type of Service (Services except construction), and Total Amount Paid by Government to Prime. The template tracks subcontracting activity by categorizing payments into Similarly Situated Subcontractors (SSS) and Non-Similarly Situated Subcontractors (NSS), with line items for up to four subcontractors in each category. The template automatically calculates the Limitation on Subcontracting Percentage using the formula: (Total Amount Paid to Prime - Total Amount Paid to NSS) / Total Amount Paid to Prime. This metric ensures prime contractors maintain compliance with federal small business subcontracting limitations. As a template document, all data fields are blank placeholders requiring completion with actual contract and payment information during reporting periods.

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Text version

Base Period - Draft Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

Base Period - Final Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP1 - Draft Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP1 - Final Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP2 - Draft Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP2 - Final Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP3 - Draft Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP3 - Final Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP4 - Draft Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

OP4 - Final Report on Limitations on Subcontracting [Template - v1 - December 15, 2016]

Contract Number (PIID)[Insert PIID]
Type of Set AsideSmall Business
Total Contract Value[Insert Total Contract Value]

Performance Period for This Report [Insert Date] to [Insert Date]

Type of Service Services (except construction)

Total Amount Paid by the Government to the Prime during the Performance Period

Similarly Situated Subcontractors (SSS)Total Amount Paid to [Insert First SSS Name]
Total Amount Paid to [Insert Second SSS Name]
Total Amount Paid to [Insert Third SSS Name]
Total Amount Paid to [Insert Fourth SSS Name]
Total Amount Paid to SSS$0
Non-Similarly Situated Subcontractors (NSS)Total Amount Paid to [Insert First NSS Name]
Total Amount Paid to [Insert Second NSS Name]
Total Amount Paid to [Insert Third NSS Name]
Total Amount Paid to [Insert Fourth NSS Name]
Total Amount Paid to NSS$0
Limitation on Subcontracting Percentage
(Total Amount Paid to the Prime - Total Amount Total Amount Paid to NSS / Total Amount Paid to the Prime)ERROR:#DIV/0!

Sheet2

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

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