Small Business Subcontracting Plan

What this is

A subcontracting plan required by FAR 52.219‑9 for contracts that exceed the simplified acquisition threshold and include a small‑business set‑aside clause. It outlines how the offeror will meet mandated goals for various small‑business categories.

When you need it

• Any solicitation that contains the clause “Small Business Subcontracting Plan” (FAR 52.219‑9).
• Mandatory for prime contracts above the simplified acquisition threshold; optional for lower‑value contracts when the contracting officer requests it.
• Used during proposal preparation and later as a compliance document for contract administration.

How to fill it in

1. Identify solicitation details – insert the solicitation number, award ID, and total contract value. [PLACEHOLDER: Solicitation #], [PLACEHOLDER: Total Contract Dollar Value].
2. Determine required small‑business goals – extract the percentage or dollar‑value targets from the solicitation (Section L). Record both in the table below. If only percentages are given, calculate dollar amounts using the total contract value. [PLACEHOLDER: Goals Table].
3. List subcontracting opportunities – describe the supplies/services to be subcontracted and indicate which small‑business categories each opportunity targets. Use the format:
4. Item: Description – Target Category(ies).
5. Source list development – note sources you will use (e.g., SAM, DSBS, industry associations). [PLACEHOLDER: Source List].
6. Assign NAICS codes and size standards for each subcontracted item. [PLACEHOLDER: NAICS & Size Standards].
7. Explain methodology – brief narrative on how goals were derived (historical spend, market research, etc.).
8. Reporting commitments – state that all subcontracting data will be reported via the Electronic Subcontracting Reporting System (eSRS) as required by FAR 52.219‑9.
9. Sign‑off – include the name, title, and contact information of the individual responsible for the plan.

Template

# Small Business Subcontracting Plan

**Solicitation #:** [PLACEHOLDER]
**Contract ID:** [PLACEHOLDER]
**Total Contract Value:** $[PLACEHOLDER]

## Goals
| Category | Goal (% of total dollars) | Goal ($) |
|----------|---------------------------|---------|
| Small Business | [PLACEHOLDER] | [PLACEHOLDER] |
| Veteran‑Owned Small Biz | [PLACEHOLDER] | [PLACEHOLDER] |
| Service‑Disabled Vet‑Owned SB | [PLACEHOLDER] | [PLACEHOLDER] |
| HUBZone | [PLACEHOLDER] | [PLACEHOLDER] |
| Women‑Owned SB | [PLACEHOLDER] | [PLACEHOLDER] |
| Small Disadvantaged Biz | [PLACEHOLDER] | [PLACEHOLDER] |

## Subcontracting Opportunities
- **Item 1:** Description – Target Category(ies)
- **Item 2:** …

## Source List
- SAM database
- DSBS search results (date: [PLACEHOLDER])
- Industry association contacts

## NAICS & Size Standards
- **NAICS 123456:** Small‑business size standard $[PLACEHOLDER]
- …

## Methodology Narrative
[Brief description of how goals were derived and sources used.]

## Reporting
All subcontracting data will be reported to the **Electronic Subcontracting Reporting System (eSRS)** as required by FAR 52.219‑9.

**Prepared by:** [Name, Title, Email, Phone]