B08_-_Attachment_7_-_Limitations_on_Subcontracting_compliance_worksheet.xlsx

This is a Limitations on Subcontracting Compliance Worksheet template for federal contracts set aside for small businesses. The worksheet is required for small business, 8(a), or other socioeconomic set-aside service and construction contracts to demonstrate compliance with subcontracting limitations as implemented by Department of Interior policy. The template applies to solicitation number 140P4226R0012 for masonry rehabilitation work at Independence National Historical Park's Second Bank Block.

The worksheet contains two separate reporting sections: one submitted with the initial proposal to project subcontracting compliance, and another submitted at contract closeout to report actual subcontracting activity. For construction by special trade contractors, the limitation prohibits paying more than 75 percent of the government-paid contract performance amount (excluding materials) to non-similarly situated subcontractors. For general construction, the threshold is 85 percent. The worksheet requires identification of all similarly situated small business subcontractors and non-similarly situated subcontractors, with calculated percentages to verify compliance with Federal Acquisition Regulation clause 52.219-14 (October 2022 Deviation). The template includes formulas to automatically calculate participation percentages and flags errors if the subcontracting thresholds are exceeded.