B08_Attach_13_Limitation_on_Sub.xlsx
XLSX spreadsheet 90 KB Posted
- Solicitation number
- 140P2026R0054
About this file
This file is a template for the Report on Limitations on Subcontracting, required for small business, 8(a), or other socio-economic set-aside service contracts (including construction) valued at or above $150,000. The template is designed to track and document prime contractor and subcontractor participation in accordance with FAR clauses 52.219-3, 14, 27, 29, and 30.
The template establishes three service categories with specific subcontracting limitations: services (except construction) with a 50% maximum subcontracting threshold to non-similarly situated subcontractors; general construction with an 85% maximum threshold; and construction by special trade contractors with a 75% maximum threshold. The report requires contractors to document cumulative invoiced amounts across all previous and current invoices, excluding material costs, and categorize payments between similarly situated subcontractors (SSS)—defined as small business subcontractors participating in the same SBA program as the prime contractor—and non-similarly situated subcontractors (NSS). The template includes calculation formulas to determine prime and SSS participation percentages and the percentage subcontracted to NSS, with provisions for corrective action plans if NSS percentages exceed contractual limits. This is a blank template document without specific contract details populated.
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Text version
Template for Contracts and Indi Report on Limitations on Subcontracting [Template Version 7/25/19]
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 Performance | MM/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] | $0 | Add 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] | $0 | Add additional rows if more than 5 NSS |
| 4) Prime & SSS Participation % | ERROR:#DIV/0! | Modify formula if additional rows added above | |
| 5) % subcontracted to NSS | ERROR:#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 .