B08_ATT_2_LIMITATION_ON_SUBCONTRACTING_WORKSHEET.xlsx

This is a template worksheet for reporting on limitations on subcontracting requirements for socio-economic set-aside service contracts. The template is used to document and verify compliance with small business subcontracting limitations under Federal Acquisition Regulation (FAR) clause 52.219-14 for 8(a), HUBZone, SDVOSB, WOSB, and other small business set-aside contracts valued at $150,000 or above. The worksheet requires contractors to track invoiced amounts and categorize subcontractor participation as either Similarly Situated Subcontractors (SSS)—small businesses in the same SBA program as the prime—or Non-Similarly Situated Subcontractors (NSS)—all other subcontractors.

The template establishes three types of service categories with specific prime contractor participation requirements: (1) services excluding construction require at least 50 percent of personnel costs to be expended on the prime's own employees; (2) general construction requires at least 15 percent of contract costs (excluding materials) to be performed by the prime's own employees; and (3) special trade construction requires at least 25 percent of contract costs (excluding materials) to be performed by the prime's own employees. The worksheet calculates prime contractor participation percentage based on invoiced amounts and includes space for documenting up to five SSS and five NSS subcontractors, with provisions to add additional rows as needed. If the prime contractor fails to meet the required participation percentage, a corrective action plan must be submitted.