ISR reporting checklist for prime contractors

• Approved subcontracting plan on file for the contract (FAR 52.219-9).
• Reporting period and due dates from your contracting officer or SAM.gov notices.
• SAM.gov entity roles assigned for users who will submit the ISR.

• Subcontractor legal name and UEI for each award in the period.
• Subcontract dollars by socio-economic category (small business, SDB, HUBZone, SDVOSB, WOSB, etc.).
• Comparison to negotiated plan goals for each category.
• Narrative or supporting detail when goals are not met — tied to documented outreach.

If category goals were missed, ensure outreach records show certified small businesses were identified and solicited. See good-faith effort documentation and export your sample GFE report format.

SamMatch organizes subcontractor sourcing, outreach, and category data to support ISR and SSR preparation. Official reports are submitted through SAM.gov. SamMatch does not make legal or compliance determinations.