Reference

Contracting Officer Quick Reference

This page is intended to help contracting officers and procurement personnel quickly distinguish between corporate surety review and individual surety review. A submission involving individual surety and pledged eligible assets should not be rejected merely because the surety is not listed as a corporate surety on Treasury Circular 570. Corporate sureties and individual sureties are evaluated under different FAR provisions.

Important Distinction

Corporate surety review generally focuses on whether the surety company appears on Treasury Circular 570 under FAR 28.202. Individual surety review is governed separately by FAR 28.203 and requires review of the individual surety, SF 28, pledged eligible assets, net adjusted value, security interest, and Treasury collateral eligibility/valuation process.

FAR & GSA Quick Reference

TopicReference
Acceptable security includes corporate or individual suretiesFAR 28.201
Corporate surety acceptability / Treasury Circular 570FAR 28.202
Individual surety requirementsFAR 28.203
Acceptability of individual suretiesFAR 28.203-1
Substitution of assetsFAR 28.203-2
Release of security interestFAR 28.203-3
Solicitation provision and contract clauseFAR 28.203-4
Exclusion of individual suretiesFAR 28.203-5
Bid Bond formSF 24
Performance Bond formSF 25
Payment Bond formSF 25A
Continuation SheetSF 25B
Affidavit of Individual SuretySF 28

Contracting Officer Checklist

Identify whether the bond is submitted as corporate surety, individual surety, or other acceptable security.

If corporate surety, review under FAR 28.202 and Treasury Circular 570.

If individual surety, review under FAR 28.203 and SF 28.

Confirm that the individual surety has executed the required bond.

Confirm that SF 28 has been completed.

Confirm pledged assets and collateral documentation.

Confirm net adjusted value relative to the penal sum.

Confirm Treasury collateral eligibility and valuation process.

Confirm security interest and custody requirements.

Confirm that the individual surety is not excluded or otherwise disqualified.

Suggested Contracting Officer Language

"This bond package is submitted for review as an individual surety / pledged-asset submission. It should be evaluated under FAR 28.203 and related individual surety requirements, not solely under the Treasury Circular 570 corporate surety framework."