B08_Attachment_10_Solit_PSP_Vol_II_LimitSubcontracting.xlsx
XLSX spreadsheet 93 KB Posted
- Solicitation number
- 140PP027R0001
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- Not on record
About this file
This file is a template for the Report on Limitations on Subcontracting, required for 8(a) or socioeconomic set-aside service contracts (including construction) with a total contract price at or above $150,000. The template is designed to track prime contractor participation and compliance with subcontracting limitations established under Federal Acquisition Regulation (FAR) clause 52.219-14. It applies to Women-Owned Small Business (WOSB) set-asides and other socioeconomic categories.
The template requires documentation of three participation categories: amounts invoiced by the prime contractor, invoiced amounts paid to Similarly Situated Subcontractors (SSS)—small business subcontractors participating in the same SBA program as the prime contractor—and invoiced amounts paid to Non-Similarly Situated Subcontractors (NSS). The participation percentage is calculated as (Total Prime Invoiced - NSS Portion) / Total Prime Invoiced. Compliance requirements vary by service type: services except construction require at least 50 percent of personnel costs to be expended on the prime contractor's employees; general construction requires at least 15 percent of contract costs (excluding materials) performed by the prime contractor's own employees; and construction by special trade contractors require at least 25 percent. The template includes a corrective action plan section for contractors whose participation percentage falls below required thresholds. All amounts exclude the cost of materials and include cumulative figures from all previous and current invoices.
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Template for Contracts and Indi Report on Limitations on Subcontracting [Template Version 2/18/19]
This report is required for 8(a) or 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] |
| Total Current Contract Price: | [Insert the amount of the original contract + all excuted contract modifications] |
| Type of Set Aside: | WOSB |
| Period of Performance | MM/DD/YYYY - MM/DD/YY |
| Type of Service (Required Participation): | [Put an X in the applicable box below per clause 52.219-14] |
| 1) Services (except construction). At least 50 percent of the cost of contract performance incurred for personnel shall be expended for employees of the concern. | |
| 2) General construction. The concern will perform at least 15 percent of the cost of the contract, not including the cost of materials, with its own employees. | |
| 3) Construction by special trade contractors. The concern will perform at least 25 percent of the cost of the contract, not including the cost of materials, with its own employees. |
| 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 Contractor's Participation % | 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 Prime Contractor's Participation % noted in line 4 above is not in compliance with the % required by contract clause 52.219-14 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 .