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Subcontracting Plan

Draft FAR-Compliant Subcontracting Plans in Minutes

12 minutes with CaseMark

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Subcontracting Plan

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Workflow

Subcontracting Plan

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, scope of work, and market research into a complete plan with defensible goals, outreach strategies, and reporting frameworks. The result is a proposal-ready document that meets federal compliance requirements 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 cross-referencing DSBS data, SBA benchmarks, NAICS codes, and contract specifics across dozens of categories—and a single omission can jeopardize your proposal or trigger breach remedies post-award. Most teams spend days assembling these plans manually, pulling resources away from technical and pricing volumes.

CaseMark automates the entire subcontracting plan drafting process, from contractor identification and goal-setting to outreach strategies and eSRS reporting frameworks. By analyzing your contract documents and market research, CaseMark produces a structured, compliant plan with populated goal tables and narrative justifications—ready for review and submission in minutes instead of days.

How it works

  1. 1. Upload your prime contract documents, scope of work, and market research data

  2. 2. AI analyzes subcontractable elements and maps them to small business categories and NAICS codes

  3. 3. Review the generated plan with populated goal tables, outreach strategies, and compliance checks

  4. 4. Export the finalized subcontracting plan in your preferred format (DOCX, PDF)

What you get

  • Introduction & Legal Basis

  • Contractor Information & Identifiers

  • Small Business Goals Table with Justifications

  • Subcontracting Opportunities Matrix

  • Methods for Achieving Goals

  • Outreach & Good Faith Effort Strategies

  • eSRS Reporting & Compliance Framework

What it handles

  • Generates FAR 52.219-9-compliant plan structure with all required sections

  • Populates SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB goal tables with market-based justifications

  • Maps subcontractable work packages to NAICS codes and target small business categories

  • Drafts outreach strategies and good-faith effort documentation

  • Includes eSRS reporting framework and compliance validation checks

  • Produces narrative justifications for each small business category goal

Required documents

  • Prime Contract Documents

    Contract award or solicitation documents including contract number, agency, value, period of performance, and NAICS codes

    .pdf, .docx

  • Scope of Work

    Statement of Work (SOW) or Performance Work Statement (PWS) identifying subcontractable elements

    .pdf, .docx

  • Market Research Data

    DSBS search results, prior subcontracting history, and agency small business goal benchmarks

    .pdf, .docx, .xlsx

Supporting documents

  • Corporate Structure Documentation

    Parent-subsidiary or joint venture agreements and organizational charts

    .pdf, .docx

  • Prior Subcontracting Plans

    Previously submitted subcontracting plans for reference or update purposes

    .pdf, .docx

  • SAM.gov Registration Details

    Current SAM.gov entity registration showing UEI, CAGE code, and business size status

    .pdf, .docx

Why teams use it

Eliminate days of manual drafting with AI-generated plans that follow the complete FAR 52.219-9 structure

Produce defensible small business goals backed by market data and NAICS-specific SBA benchmarks

Ensure no required categories or compliance elements are missed with built-in validation checks

Standardize subcontracting plan quality across your organization's federal proposal pipeline

Questions

Does this plan comply with FAR 52.219-9 requirements?

Yes. CaseMark generates plans that follow the full FAR 52.219-9 structure, including all required small business categories (SB, SDB, WOSB, HUBZone, VOSB, SDVOSB), goal-setting methodologies, outreach requirements, and compliance mechanisms. You should always review the output against your specific contract requirements.

How does CaseMark determine the small business percentage goals?

CaseMark uses your uploaded market research data, DSBS availability information, and SBA benchmarks for relevant NAICS sectors to propose defensible percentage goals. Each goal includes a narrative justification tied to actual market conditions.

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

Absolutely. CaseMark can draft subcontracting plans for new federal proposals or help you update and refresh existing subcontracting commitments with current market data and revised goals.

Does the output include eSRS reporting guidance?

Yes. CaseMark includes an eSRS reporting framework in the generated plan, covering Individual Subcontracting Reports (ISR) and Summary Subcontracting Reports (SSR) with 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 parent-subsidiary details, and the AI will incorporate the appropriate affiliations and size standard considerations 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 10-12 minutes, compared to the days or weeks it often takes to draft one manually.

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