B08_Attach_8_Limitations_On_Subcontracting_Report.xlsx

XLSX spreadsheet 92 KB Posted

Attached to
INDU 305176 - Marquette Greenway Trail Constructio Federal contract opportunity
Solicitation number
140P2024R0155
Issued by
Department of the Interior National Park Service National Office

About this file

This document is a template for a Limitations on Subcontracting Report required for small business, 8(a), or other socio-economic set-aside service contracts (including construction) priced at or above $150,000. The report includes details on the contract number, prime contractor, total contract price, type of set-aside, period of performance, and the required participation levels for services, general construction, and construction by special trade contractors. The template provides sections to track the prime contractor's invoiced amounts, the portion invoiced for similarly situated subcontractors (SSS), and the portion invoiced for non-similarly situated subcontractors (NSS). The report calculates the prime and SSS participation percentage and the percentage subcontracted to NSS to ensure compliance with the contract's limitations on subcontracting clause. If the NSS percentage is not in compliance, the prime contractor must provide a written corrective action plan.

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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:140P2024R0155
Prime Contractor:
Current Total Contract Price:
Type of Set Aside:8(a)
Period of Performance382 Calendar Days after NTP
Type of Service (Required Participation):
1) Services (except construction). 50% maximum may be subcontracted to non-similary situated Subcontractors
X2) 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 .