B08_-_Attachment_4_-_Subcontracting_Percentage_Worksheet.xlsx

XLSX spreadsheet 90 KB Posted

Attached to
PMIS 324723 Replace Perdido Key Discovery Trail Bo
Solicitation number
140P2024R0033
Issued by

About this file

This document is a template for reporting on limitations on subcontracting for small business set-aside service contracts valued over $150,000. The template requires reporting the total contract price, period of performance of 180 days after notice to proceed, and type of small business set-aside as a woman-owned small business. For services contracts, no more than 50% of the amount paid can be subcontracted to non-similarly situated small businesses. The template includes fields for invoicing amounts from the prime contractor and similarly situated small business subcontractors, as well as non-similarly situated subcontractors. A corrective action plan is required if the percentage subcontracted to non-similarly situated subcontractors exceeds the allowed amount according to contract clauses.

The related federal contract opportunity is a solicitation to replace the Perdido Key Discovery Trail boardwalk for the Department of the Interior National Park Service. The solicitation number is 140P2024R0033 for project GUIS 324723.

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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:140P2024R0033
Prime Contractor:
Current Total Contract Price:
Type of Set Aside:Woman Owned Small Business
Period of Performance180 Calendar Days after NTP
Type of Service (Required Participation):
1) Services (except construction). 50% maximum may be subcontracted to non-similarly situated Subcontractors
X2) General construction. 85% maximum may be subcontracted to non-similarly situated Subcontractors
3) Construction by special trade contractors. 75% maximum may be subcontracted to non-similarly situated Subcontractors
Participation 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 .