Preparing ISR and SSR data before SAM.gov Subcontracting Plan Reporting

• Subcontract awards and dollars by socio-economic category.
• Alignment to the approved subcontracting plan goals for the contract.
• Supporting detail when goals are not met (often tied to good-faith effort).
• Accurate UEIs and business names matching SAM.gov records.

Data lives in spreadsheets, email threads, and one-off SBS exports. Reconciling who was sourced for which PIID at reporting time forces compliance teams to reconstruct six months of outreach. Centralizing requirements, matches, and mailbox outreach in SamMatch reduces that reconstruction work.

1. Maintain active requirements per PIID with NAICS and category targets.
2. Record ranked matches and certification tags at identification time.
3. Log prime-to-sub outreach in the platform mailbox.
4. Export or reference the compliance dashboard when populating ISR/SSR fields.

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.