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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 details, scope of work, and market research into a complete plan with defensible percentage goals, outreach strategies, and eSRS reporting frameworks. The result is a submission-ready document that addresses every regulatory requirement while saving your team significant drafting time.

Drafting a FAR 52.219-9-compliant Small Business Subcontracting Plan is a labor-intensive process that requires cross-referencing market research databases, calculating defensible percentage goals across six small business categories, and ensuring every regulatory element is addressed. Contracts professionals often spend days assembling these plans, risking inconsistencies, missed requirements, and proposal deadline pressure.

CaseMark automates the entire subcontracting plan drafting process by analyzing your prime contract details, scope of work, and market research to produce a comprehensive, FAR 52.219-9-compliant plan. The AI maps subcontractable work packages to NAICS codes, calculates category-specific goals with market-based justifications, and generates outreach strategies and compliance frameworks—delivering a submission-ready document in minutes instead of days.

How it works

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

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

  3. 3. Review the generated plan with percentage goals, justifications, and outreach strategies

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

What you get

  • Introduction & Legal Basis

  • Contractor Information Summary

  • 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

  • Builds goal tables for SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB categories

  • Maps subcontractable work packages to NAICS codes and size standards

  • Drafts market-based justifications using DSBS availability data

  • Produces outreach strategy narratives and good faith effort documentation

  • Includes eSRS reporting framework and compliance validation checks

Required documents

  • Prime Contract Details

    Contract number, agency, value, period of performance, NAICS codes, and scope of work (SOW/PWS)

    .pdf, .docx

  • Market Research Data

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

    .pdf, .docx, .xlsx

  • Contractor Information

    Legal business name, UEI, CAGE code, TIN, SAM.gov registration status, and corporate structure details

    .pdf, .docx

Supporting documents

  • Existing Subcontracting Plan

    Current subcontracting plan to be updated or used as a baseline for revisions

    .pdf, .docx

  • Joint Venture Agreement

    JV agreement or parent-subsidiary documentation for affiliation and goal attribution

    .pdf, .docx

  • Agency-Specific Guidelines

    Any agency-specific subcontracting plan templates or supplemental requirements

    .pdf, .docx

Why teams use it

Reduce subcontracting plan drafting time from days to minutes with AI-powered automation

Ensure full FAR 52.219-9 compliance with built-in regulatory structure and validation checks

Generate defensible, market-based goal justifications tied to DSBS data and SBA benchmarks

Produce consistent, professional plans across multiple proposals and contract modifications

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 goal-setting for all six small business categories, outreach methods, good faith effort documentation, and reporting obligations. You should still review the output with your contracts team before submission.

How does CaseMark determine the small business percentage goals?

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

Can I use this for updating an existing subcontracting plan?

Absolutely. CaseMark can generate a refreshed plan based on updated contract values, new market research, or revised agency benchmarks. Simply upload your current plan alongside the updated data and the AI will produce a revised version.

Does the output include eSRS reporting guidance?

Yes. CaseMark includes an eSRS reporting framework section that outlines Individual Subcontracting Report (ISR) and Summary Subcontract Report (SSR) requirements, reporting periods, and data fields to help ensure ongoing compliance.

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 properly reflect affiliation rules, goal attribution, and reporting responsibilities in the generated 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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