B08_Attach_11_Limitation_on_Sub.pdf

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GOGA 336173 - Repair Conzelman Road
Solicitation number
140P2026R0106
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About this file

This is a Report on Limitations on Subcontracting template (Version 7/25/19) required for small business, 8(a), or other socio-economic set-aside service contracts (including construction) priced at or above $150,000. The template serves as a compliance document for prime contractors to report their subcontracting participation and ensure adherence to federal limitations on subcontracting requirements outlined in FAR clauses 52.219-3, 14, 27, 29, and 30.

The template requires prime contractors to document the contract number, company name, current total contract price, set-aside type (Small Business, HUBZone, SDVOSB, WOSB, 8(a), etc.), and period of performance. It mandates calculation and reporting of amounts invoiced by the prime contractor, amounts paid to Similarly Situated Subcontractors (SSS), and amounts paid to Non-Similarly Situated Subcontractors (NSS), with exclusion of material costs. Maximum subcontracting percentages to NSS are limited to 50% for services, 85% for general construction, and 75% for construction by special trade contractors. The template includes fields for calculating Prime & SSS Participation Percentage and NSS subcontracting percentage, with a requirement for prime contractors to submit a written corrective action plan if NSS percentages exceed contract-specified thresholds. SSS is defined as a small business subcontractor participating in the same SBA program that qualified the prime contractor as an eligible offeror and awardee.

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Text version

Contract Number:

Prime Contractor:

Current Total Contract Price:

Type of Set Aside:

Period of Performance MM/DD/YYYY - MM/DD/YY Type of Service (Required Participation):

$0 $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] $0 Add additional rows if more than 5

SSS

$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] $0 Add additional rows if more than 5

NSS

#DIV/0! Modify formula if additional rows added above

#DIV/0! Modify formula if additional rows added above

[Insert the amount of the original contract + all excuted contract modifications]

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:

Corrective Action Plan

Report on Limitations on Subcontracting [Template Version 7/25/19]

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

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.

[Insert prime contractor's company name] [Insert contract #]

[Put an X in the applicable box below per clause 52.219-3, 14, 27,29,30]

1) Amount Invoiced by the Prime Contractor:

[Insert type of set-aside: Small Business, HUBZone, SDVOSB, WOSB, 8(a), etc.]

Amounts shown below shall include amounts from all previous invoices and the current invoice. Exclude the cost of materials.

* 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.)

2) Portion of Amount Invoiced for All Similarly Situated Subcontractors (SSS)*

3) Portion of Amount Invoiced for Non-Similarly Situated Subcontractors (NSS)

4) Prime & SSS Participation %

** 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)

Participartion Calculation as of the Current Invoice

5) % subcontracted to NSS

Template for Contracts and Indi

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