Subcontracting Plan

Draft FAR-Compliant Subcontracting Plans in Minutes

12 minutes with CaseMark

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12 minutes with CaseMark

What you'll need

Prime Contract Documents
Market Research Data
Contractor Information

SOC 2 Type II · HIPAA compliant · $5 free credit

Workflow

Overview

CaseMark's Subcontracting Plan skill automates the creation of FAR 52.219-9-compliant Small Business Subcontracting Plans for federal prime contractors. It transforms your contract documents, market research, and contractor data into a complete plan with defensible goals, outreach strategies, and eSRS reporting frameworks. The result is a proposal-ready document that meets federal compliance standards while maximizing small business participation.

Drafting a FAR 52.219-9-compliant subcontracting plan is one of the most tedious and error-prone tasks in federal proposal preparation. It requires synthesizing contract details, NAICS codes, SBA benchmarks, DSBS market research, and outreach documentation into a cohesive plan—often under tight proposal deadlines. Missing a single required element or failing to justify a goal can result in proposal rejection or post-award compliance issues.

CaseMark automates the entire subcontracting plan drafting process by analyzing your contract scope, market data, and contractor information to produce a structured, FAR 52.219-9-compliant document. The AI maps subcontractable work packages to small business categories, calculates defensible goal percentages, and generates the outreach strategies and compliance mechanisms that contracting officers expect—freeing your team to focus on strategy rather than paperwork.

How it works

1. Upload your prime contract documents, market research data, and contractor information
2. AI analyzes scope of work, NAICS codes, and market availability to set defensible goals
3. Review and customize the generated subcontracting plan, goal tables, and outreach strategies
4. Export your FAR 52.219-9-compliant plan in your preferred format (DOCX, PDF)

What you get

Introduction & Legal Basis
Contractor Information Summary
Small Business Goal Table with Justifications
Subcontracting Opportunities Matrix
Methods for Achieving Goals & Outreach Strategies
Good Faith Effort Documentation
eSRS Reporting & Compliance Framework

What it handles

Auto-generates FAR 52.219-9-compliant plan structure with all required sections
Builds goal tables for SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB with dollar targets
Maps subcontractable work packages to NAICS codes and target small business categories
Drafts market-based justifications for each participation goal
Produces outreach strategies and good-faith effort documentation
Includes eSRS reporting guidance and compliance validation checks

Required documents

Prime Contract Documents
Statement of Work (SOW) or Performance Work Statement (PWS), contract number, agency, value, period of performance, and applicable NAICS codes
.pdf, .docx
Market Research Data
DSBS search results, prior subcontracting history, agency small business goal benchmarks, and vendor availability data
.pdf, .docx, .xlsx
Contractor Information
Legal business name, UEI, CAGE code, TIN, SAM.gov registration status, and parent company or joint venture details
.pdf, .docx

Supporting documents

Prior Subcontracting Plans
Previously submitted subcontracting plans for reference or update purposes
.pdf, .docx
Joint Venture or Mentor-Protégé Agreement
Applicable agreements that affect goal allocation or corporate structure considerations
.pdf, .docx
Agency-Specific Templates or Guidelines
Any agency-specific subcontracting plan templates or supplemental instructions
.pdf, .docx

Why teams use it

Reduce plan drafting time from days to minutes while maintaining full FAR 52.219-9 compliance

Generate defensible, market-based goal percentages for all six required small business categories

Ensure no required plan element is missed with AI-driven compliance validation checks

Streamline proposal workflows by producing submission-ready plans that integrate with eSRS reporting

Questions

Does this plan comply with FAR 52.219-9 requirements?

Yes. CaseMark structures the plan to address every element required by FAR 52.219-9, including all six small business categories, goal justifications, outreach methods, and compliance mechanisms. You should still have your contracts team perform a final review before submission.

How does CaseMark determine the small business participation goals?

CaseMark uses your uploaded market research data, NAICS sector benchmarks, and SBA goal guidelines to propose defensible percentage targets for each category. Each goal is paired with a narrative justification based on demonstrated market availability.

Can I use this for both new proposals and updates to existing plans?

Absolutely. CaseMark can draft a new subcontracting plan from scratch for a federal proposal or help you update an existing plan to reflect new contract modifications, revised goals, or changing market conditions.

Does the output include eSRS reporting guidance?

Yes. CaseMark includes a section on eSRS (Electronic Subcontracting Reporting System) reporting obligations, including Individual Subcontract Report (ISR) and Summary Subcontract Report (SSR) timelines and data requirements.

What if my contract involves a joint venture or parent-subsidiary relationship?

CaseMark accounts for corporate structure complexities. Upload your joint venture agreement or organizational details, and the AI will incorporate the appropriate affiliations, mentor-protégé arrangements, and goal allocation into the plan.

How long does it take to generate a complete subcontracting plan?

CaseMark typically generates a comprehensive, multi-section subcontracting plan in approximately 12 minutes. What traditionally takes days of manual drafting and research compilation is reduced to a rapid, structured output ready for your review.