191N6026Q0006-PR16144890Scope of Work.docx

191N6026Q0006 – PR16144890 – Building U.S.-India Technology Cooperation for Innovation Growth Workshop Series

Statement of Work

Section A Description of Services: This procurement covers a specialized fact-finding and stakeholder-identification workshop series led by U.S. subject-matter experts on U.S. standards of intellectual property protection and market access principles. This program will convene 100 participants from Indian academic technology hubs, legal professionals, and private-sector stakeholders. The workshops will gather information about how current Indian policies and intellectual property rights (IPR) do not incentivize U.S. businesses and universities to seek greater commercialization in India, validate USG advocacy approaches to this topic, and conduct targeted outreach supporting U.S. government objectives with deliverables generated for government use.

The procurement directly advances U.S. economic interests and supports domestic reindustrialization by building foreign public and institutional alignment with U.S. commercial standards. This program directly helps Indian co-investment in the United States, shares expertise, and secures the vital technology supply chains of the twenty-first century while minimizing economic espionage risks facing American businesses.

SERVICE CATEGORIES:

For services:

· Indian Institutes of Technology (IITs), Indian Institute of Science, Indian Institutes of Information Technology (IIITs)

· Private universities with deep tech research and incubation hubs

· Specialized research institutions such as Indian Institute of Space Science and Technology (IIST), Indian Space Research Organization (ISRO), National Centre for Biological Sciences (NCBS), Council of Scientific and Industrial Research (CSIR), etc.

· And other research institutions/specialized laboratories established/supported by National/State governments

· Legal professionals working on Intellectual Property and Technology Transfer issues.

Participant learning is a performance indicator, not the principal purpose. Deliverables generated for government use are the primary outputs.

The workshops are conducted to support U.S. Government acquisition of stakeholder insights, validation of market-barrier assessments, and development of reusable Government-owned outreach materials. Participant learning outcomes are secondary performance measures and do not constitute the principal purpose of the contract.

Contractor’s qualification and experience:

· The Contractor (or their vendor) should have a deep and solid knowledge and experience (minimum five years of experience) in United States’ laws for technology collaboration and licensing management training, accreditation, benchmarking, strategic policy-focused network development, continuous advising, and consulting for foreign government bodies, academic institutions, research hubs, and deep tech incubators. The Contractor should share a client list and references for further assessment.

· The Contractor should have a solid knowledge, contacts, and previous experience of working with Indian HEI technology transfer offices, intellectual property management cells, and/or offices of industrial consultancy and sponsored research, or similar, to implement a sustained workshop program.

· The Contractor shall employ a competent local representative, satisfactory to the U.S. Government, to always work as the principal POC for communication, updates, and progress of the deliverables.

· The Contractor shall employ competent trainers, to perform the work and services required. Trainers and resource people performing the type of work described within this SOW and shall be trained in the work they are tasked to work on.

· The Contractor personnel shall not provide legal opinions, compliance certifications, licensing recommendations, or advice regarding specific transactions, parties, technologies, exports, reexports, or deemed exports. The Contractor shall comply with all applicable Federal privacy and safeguarding requirements identified in the solicitation and resulting contract.

· All custom reports, curricula, analytical products, assessment instruments, datasets, presentations, and related materials developed under this contract shall be delivered with rights sufficient for unrestricted Government use, reproduction, modification, and future dissemination consistent with the contract's rights-in-data provisions.

· Activities conducted under this contract are limited to market research, stakeholder engagement, program evaluation, and acquisition-support functions and are not intended to constitute academic, clinical, or scientific human-subjects research.

· Any Government-authorized participant travel support shall be provided solely to facilitate attendance necessary for performance of the contracted engagement activities and shall not constitute compensation, financial assistance, stipend support, or a participant benefit.

· The contractor shall comply with all cybersecurity, safeguarding, and information-protection requirements incorporated into the solicitation and resulting contract.

· The contractor shall not advocate for, market, or promote specific private firms.

Contractor Responsibilities The Contractor shall:

· Provide a Project Manager serving as the primary point of contact.

· Provide one Principal Trainer.

· Provide one Alternate Trainer.

· Provide one Administrative Coordinator.

· Recruit qualified subject matter experts.

· Coordinate participant registration.

· Manage workshop logistics.

Section B

MILESTONES / DELIVERABLES:

· Deliverable 1.1: The Contractor shall provide full professional CVs/bios for one Principal Trainer, one Assistant/Backup Trainer, and one Administrative Support Specialist, subject to the explicit review and written approval of the Contracting Officer's Representative (COR) prior to contract mobilization.

· Deliverable 1.2: The Contractor shall conduct a curriculum audit of selected institutions and provide a gap report on barriers affecting U.S. companies, universities or research partners, demonstrating minimum interview sample achieved. The contractor shall not advocate for, market, or promote specific private firms.

· Deliverable 1.3: Provide curriculum and training materials detailing how Indian institutions must license and protect U.S. technology stacks, ensure compliance with U.S. Export Controls, and operate under U.S. Patent Law, showing required sections completed.

· Deliverable 1.4: The Contractor shall design, organize, and deliver three virtual workshops that specifically includes a graded curriculum on "Defense of American IP" track, with data files delivered in specified formats.

· Deliverable 1.5: The Contractor shall design, organize, and deliver a final, in-person, four-day workshop that convenes participants and learnings from the previous three workshops.

· Deliverable 1.6: The Contractor shall produce recordings of the workshops.

· Deliverable 1.7: The Contractor shall submit participant lists for the three virtual and final in-person workshops, showing attendance and assessment reports complete.

· Deliverable 1.8: The Contractor shall deliver post-program evaluation results, showing assessment instruments included.

· Deliverable 1.9: The Contractor shall deliver recommendations for future efforts in this area.

· Deliverable 1.10: The Contractor shall deliver a final report and closeout package.

1.1

1.2

1.3

1.4

Virtual introductory workshop 1

Virtual introductory workshop 2

Virtual introductory workshop 3

1.5

Final workshop

1.6

1.7

1.8

1.9

1.10

TIMELINE: Project completion time from signing of contract: 12 months

Acceptance Criteria:

All deliverables shall be reviewed by the COR.

The Government shall provide comments within ten (10) business days.

The Contractor shall submit revised deliverables within seven (7) business days.

Deliverables shall not be considered accepted until written approval is received from the COR.

Performance Standards: