Contact
← All workflows

Organizational Conflict of Interest (OCI) Mitigation Plan

Generate Compliant OCI Mitigation Plans in Minutes

15 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Organizational Conflict of Interest (OCI) Mitigation Plan

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Organizational Conflict of Interest (OCI) Mitigation Plan

Overview

Drafting Organizational Conflict of Interest mitigation plans manually requires extensive regulatory knowledge, careful analysis of FAR requirements, and hours of documentation to identify conflicts and develop acceptable mitigation strategies. Government contracts attorneys spend 4-6 hours per plan researching precedents, analyzing relationships, and ensuring compliance with complex OCI regulations, all while facing tight proposal deadlines.

Federal contractors face complex regulatory requirements when addressing organizational conflicts of interest under FAR Subpart 9.5. Manually drafting comprehensive OCI mitigation plans requires extensive legal analysis, detailed conflict identification across multiple categories, and precise documentation of enforceable mitigation strategies—a process that typically takes 12+ hours and risks missing critical compliance elements.

CaseMark automates the creation of legally sound, FAR-compliant OCI mitigation plans by analyzing your contract documents and organizational information to identify potential conflicts, assess materiality, and generate tailored mitigation strategies with robust implementation frameworks. Our AI produces comprehensive plans in minutes that meet the rigorous standards expected by contracting officers and agency legal counsel.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Introduction with contractor and solicitation details

  • Identification of potential OCIs (unequal access, impaired objectivity, biased ground rules)

  • Detailed mitigation strategies for each identified conflict

  • Implementation and monitoring procedures

  • Certification and signature block

What it handles

  • Introduction with contractor and solicitation details

  • Identification of potential OCIs (unequal access, impaired objectivity, biased ground rules)

  • Detailed mitigation strategies for each identified conflict

  • Implementation and monitoring procedures

  • Certification and signature block

Required documents

  • Solicitation or Contract Documents

    RFP, solicitation notice, contract award, or statement of work describing the procurement scope and requirements

    PDF, DOCX

  • Contractor Corporate Information

    Corporate structure documents, DUNS/UEI, CAGE code, parent/subsidiary relationships, and organizational charts

    PDF, DOCX

Supporting documents

  • Prior Contract Documentation

    Previous contracts, task orders, or agreements with the procuring agency that may create potential conflicts

    PDF, DOCX

  • OCI-Related Correspondence

    Communications with contracting officers, preliminary OCI assessments, or agency inquiries about potential conflicts

    PDF, DOCX, EML

  • Personnel and Organizational Records

    Employee assignments, prior work history, teaming agreements, or business relationships relevant to conflict analysis

    PDF, DOCX, XLSX

  • Technical or Proprietary Information Logs

    Records of access to non-public information, source selection data, or competitively sensitive materials

    PDF, DOCX, XLSX

Why teams use it

Reduce OCI plan drafting time from 4+ hours to under 15 minutes

Ensure FAR 9.5 compliance with structured identification of all three OCI types

Generate acceptable mitigation strategies based on government contracting precedents

Maintain consistent documentation across multiple proposals and solicitations

Focus attorney time on strategic conflict analysis rather than document formatting

Questions

What is an Organizational Conflict of Interest (OCI) mitigation plan?

An OCI mitigation plan is a formal regulatory document required under FAR Subpart 9.5 that identifies potential organizational conflicts of interest in federal contracting and proposes specific, enforceable measures to neutralize those conflicts. The plan addresses three conflict categories: biased ground rules, impaired objectivity, and unequal access to information. It becomes a binding contract term once accepted by the government and must include detailed implementation, monitoring, and enforcement mechanisms.

When do I need to submit an OCI mitigation plan for a federal contract?

You need an OCI mitigation plan when a contracting officer identifies potential conflicts, when solicitation instructions require one as part of your proposal, or when you voluntarily disclose conflicts that could affect your ability to compete fairly or perform objectively. Common scenarios include contracts involving advisory services, technical evaluation support, requirements development, or situations where you possess non-public information from prior government work. Early submission demonstrates good faith and can prevent disqualification from competition.

What information do I need to provide to generate an OCI mitigation plan?

You'll need the solicitation or contract documents describing the procurement scope, your complete corporate structure including parent companies and subsidiaries, details of any prior contracts with the procuring agency, and information about personnel who may have access to competitively sensitive information. Optional but helpful documents include prior OCI-related correspondence with the government, teaming agreements, and records of access to non-public information. CaseMark analyzes these materials to identify conflicts and generate appropriate mitigation strategies.

How does CaseMark ensure my OCI mitigation plan complies with FAR requirements?

CaseMark's AI is trained on FAR Subpart 9.5 requirements, agency-specific supplements, and best practices for federal procurement compliance. The system conducts comprehensive conflict analysis across all three regulatory categories, generates tailored mitigation strategies specific to your situation rather than generic boilerplate, and structures the plan with legally binding certifications and enforcement mechanisms that meet contracting officer expectations. Every plan includes detailed implementation frameworks with governance, monitoring, and compliance architecture required by federal regulations.

Can I edit the OCI mitigation plan after CaseMark generates it?

Yes, the generated plan serves as a comprehensive foundation that you can review and customize as needed. You may want to refine specific mitigation strategies based on internal capabilities, adjust personnel assignments, or add details about your organization's unique compliance infrastructure. The AI-generated structure ensures you don't miss critical regulatory elements while giving you flexibility to tailor the final document to your specific circumstances and the contracting officer's requirements.

Related

510k Premarket Notification

Draft FDA 510(k) Submissions in Minutes, Not Hours

Adverse Event Reporting Policy

Draft FDA-Compliant Adverse Event Policies in Minutes

Anti-Money Laundering (AML) Compliance Program

Draft AML Compliance Programs in Minutes, Not Days