1295264-event.pdf

10 April 2025

MSU-RFP 25-015 - Studio Expertise for Technology Commercialization Venture Studios Expertise for Technology Commercialization

10 April 2025

Open 4/10/2025 2:00 PM MDT Type Request for Proposal Close 5/8/2025 2:00 PM MDT Number MSU-RFP-25-015 MilTech VS Currency US Dollar

Sealed Until 5/8/2025 2:00 PM MDT

Payment Terms 0% 0, Net 30

10 April 2025

Contacts Cheri Toeniskoetter Cheri.toeniskoetter@montana.edu

Phone +1 406-994-3212

Linda Trimble linda.trimble@montana.edu

10 April 2025

Commodity Codes Commodity Code Description 1002 Computing Services - Analysis, Design & Planning Services 0910 Computing Equipment & Software - Software 3905 Professional Services - Business Management Services 3923 Professional Services - Market Research Services 3944 Professional Services - Small Business Development Centers

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Montana State University-MilTech is seeking qualified firms or teams with expertise in technology commercialization, commercialization studio development, and startup acceleration and is issuing a Request for Proposal (RFP) to those firms wishing to be considered. The Awardees will be the Preferred Provider for future opportunities in commercialization studio-related engagements, including full-scope development or modular engagements addressing specific elements of the process.

The University seeks services in the following five areas as they relate to Marketing and Branding, also seen below in Section 4 Scope of Work:

Category 1: Commercialization Studio Strategy and Design

Category 2: IP and Market Assessment

Category 3: Opportunity Formation and Incubation

Category 4: Fundraising and Capital Strategy

Category 5: Studio Operations and Growth

The MilTech department at Montana State University is a DoD, Office of the Secretary of Defense, Office of Technology Transition Partnership Intermediary and provides hands-on product design, prototyping, technology scouting, and manufacturing assistance to DoD Program Offices and non-traditional defense suppliers and small companies in order to transition innovative technology to the US warfighter rapidly, reliably, and cost-effectively.

Description

Required to View Event

Prerequisites Required to Enter Bid

10 April 2025

1. Review and accept the single point of contact information.

2. Review and accept the University's instructions for submitting a proposal.

3. Review and accept the contract term.

4. Review and accept our RFP general information.

5. Review the University's special terms and conditions.

6. Review and accept the University's insurance requirements.

7. Review and accept the instructions and schedule for the Offerors' Questions and University's Response.

8. Review and accept the minimum score requirement.

9. Review and accept the University's Intellectual Property clause.

10. Review and accept the University's Right to Investigate and Reject clause.

11. Review and accept the University's Mandatory Requirements clause.

12. Review and accept the University's Debarment clause.

13. Review and accept the University's export control clause

14. Review and accept the Safeguarding Covered Defense Information Controls.

15. Review and accept the Special Security Requirement.

16. Review and accept the MilTech Contract and Task Order Special Information, 17.

Review and accept the attached Contract.

Requests for additions or exceptions to the Contract terms, including any necessary licenses, or any added provisions must be submitted to the Procurement Officer referenced above by the date for receipt of questions, as stated in the Schedule of Events.

Any request must be accompanied by an explanation of why the exception is being sought and what specific effect it will have on the Offeror’s ability to respond to the RFP or perform the Contract. The University will make any final determination of changes to the standard terms and conditions and/or contract.

Requests for additions or exceptions after the close of the RFP will not be accepted.

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Buyer Attachments

1. RFP 25-015 Venture Studio Expertise_Miltech_SOW 04.09.25 v1-1.pdf

2. RFP 25-015 Venture Studio Expertise Budget_Pricing Model Instructions_Sample Product-1.pdf

3. RFP 25-015 Basis of Evaluation Evaluation v2.pdf

4. MSU-MIL-RFP_K25-015_Venture_Studio_Expertise_Sample_Contract 04.01.25.pdf

10 April 202510 April 202510 April 202510 April 202510 April 202510 April 2025 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjk1MjY0LTE3OTk4MTU2NTNSRlAgMjUtMDE1IFZlbnR1cmUgU3R1ZGlvIEV4cGVydGlzZV9NaWx0ZWNoX1NPVyAwNC4wOS4yNSB2MS0xLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjk1MjY0LTE3OTU0MzQ3NjdSRlAgMjUtMDE1IFZlbnR1cmUgU3R1ZGlvIEV4cGVydGlzZSBCdWRnZXRfUHJpY2luZyBNb2RlbCBJbnN0cnVjdGlvbnNfU2FtcGxlIFByb2R1Y3QtMS5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjk1MjY0LTE3OTk4MDU4NTRSRlAgMjUtMDE1IEJhc2lzIG9mIEV2YWx1YXRpb24gRXZhbHVhdGlvbiB2Mi5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xMjk1MjY0LTE3OTU1OTI4MTVNU1UtTUlMLVJGUF9LMjUtMDE1X1ZlbnR1cmVfU3R1ZGlvX0V4cGVydGlzZV9TYW1wbGVfQ29udHJhY3QgMDQuMDEuMjUucGRm&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9

Questions Required Questions

Group 1: General Instructions:

1.1 I understand it is my responsibility to review the Sample Contract found in the Buyer Attachments and submit any additions or exceptions, with rationale, prior to the close date of this RFP.

1.2 I understand it is my responsibility to check the Public Q&A board before submitting my proposal.

1.3 I understand that to ensure my questions will be answered, they should be submitted to the public Q&A board by May 5, 2025. Questions may be submitted after this deadline but there is no guarantee that late questions will be answered.

1.4 Submit a current W-9.

1.5 Provide contact information for the contract liaison: __________ is Contractor's liaison.

(Address): (City, State, ZIP): Telephone: Cell Phone: Fax: E-mail:

1.6 Provide name, title and email address for Contract signatory.

1.7 The University routes Contracts for signature via DocuSign. Please provide names & emails for additional personnel that should receive a copy of the Contract within your company, other than the Contract’s liaison or signatory stated above.

1.8

Equal Pay for Montana Women. Executive Order No. 12-2016 promoting equal pay for Montana women directs the Department of Administration to include incentives in the RFP process for contractors who engage in best practices to promote wage transparency. These best practices include the following:

(a)posting salary ranges in employment listings;

(b)certifying that the contractor will not ask about wage history in employee interviews;

(c)certifying that the contractor will not retaliate or discriminate against employees who discuss or disclose their wages in the workplace.

Offeror indicating it will comply with Executive Order No. 12-2016 will receive bonus points equal to 5% of the total points available. Offerors who do not comply will not receive the available points.

1.9 I understand if awarded the Contract, I will be required to register in SmartBuyMSU, Montana State University's e-procurement solution powered by Jaggaer.

1.10 Provide contact information for the Supplier Registration Information: is Accounting/Financial liaison. (Address): (City, State, ZIP): Telephone: Cell Phone: Fax:

E-mail

Group 2: Requirements Instructions:

2.1 Upload a narrative statement of the Firm Overview explaining how long the company has been in the business of providing services similar to those requested in the Buyer Attachment Scope of Work, Section 4 Service Category descriptions. background, relevant experience, and principals involvement in operations and management.

2.2

Upload a narrative of the Firm's Approach and Methodology to Venture Studios and/or Technology Transfer. In a Business Plan or Studio Proposal, describe how the firm would approach the scope of work, with flexibility for different engagement structures including but not limited to the following:

1.Commercialization Studio Strategy and Design 2.IP and Market Assessment 3.Opportunity Formation and Incubation 4.Fundraising and Capital Strategy 5.Studio Operations and Growth

2.3 Upload a single PDF file of the Team Composition including resumes or summary of qualifications, work experience, certifications, education, skills, etc. for all key personnel who will be involved with any aspect of the contract. Include any relevant Venture Studio or Technology Transfer experience.

2.4

Upload a minimum of three (3) Case Studies with references for Venture Studio or Technology Transfer projects of the type proposed in this RFP, preferably within the last three (3) years. These references may be contacted to verify Offeror’s ability to perform the contract. The University reserves the right to use any information or additional references deemed necessary to establish the ability of the Offeror to perform the conditions of the contract. Negative references may be grounds for proposal disqualification. Providing Case Study references is a mandatory requirement.

Group 3: Evaluation Criteria Instructions:

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3.1 I understand the RFP will be evaluated based on the scoring criteria found in the Buyer Attachments section of this RFP

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Product Line Items Product Line Items

1.

# Item Name, Commodity Code, Description Allow

Alternates Qty. UOM Requested Delivery

P1 Please use Service Line Item Tab for Pricing Model Submission 1 EA - Each

All pricing submissions made under Service Line Item Tab.

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Service Line Items Service Line Items

1. Business Plan/Project Proposal with Budget and Pricing Model # Item Name, Commodity Code, Description Allow

Alternates Qty. UOM Requested Service Delivery

S1 Service Item - Business Plan/Project Proposal with Budget and Pricing Model 1 EA - Each

Using the Venture Studio Expertise Budget Pricing Model Instructions Sample Product 1 found in the Buyer Attachments of this RFP, provide a Business Plan/Project Proposal with estimated Project Cost from your Budget and Pricing Model.

This attachment includes instructions and assumptions that will guide the creation of the Business Plan/Project Proposal.

Incorporate your Approach and Methodology from Question 2.2 to demonstrate how your team would create Venture Studio for the given product.

It is not required that the lowest cost proposal be awarded the contract. Rather, the proposals and budget pricing models will be evaluated per the Basis for Evaluation found in the Buyer Attachment section of this RFP. Costs are evaluated as a component of the Business Plan/Project Proposal that is uploaded below.

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