Attachment 2 - Call Ordering Instructions.pdf

HR0011-24-Q-0002

Attachment # 2

5 April 2024

CALL ORDERING INSTRUCTIONS

THE DEFENSE ADVANCED RESEARCH PROJECTS AGENCY (DARPA)

BLANKET PURCHASE AGREEMENT (BPA)

DARPA COMMERCIAL ACCELERATORS

5 April 2024

NOTE: All BPA Call Orders must be executed and issued no later than the end of the ordering period (three years after BPA award). Call Orders can extend until twelve months after the end of the ordering period.

REMINDER: This agreement is primarily intended to use the BPA holder’s unique qualifications and capabilities as support to the Government on DARPA programs with Senior Commercialization Advisors (SCAs). The support provided under this agreement shall be directly provided to DARPA, its Government partners, and DARPA contractor performers.

The master Statement of Work (SOW) that defines the scope of this effort should be referenced whenever new work is being considered.

Please note that the DARPA Contracting Officer (KO) is the only individual with authority to authorize the commencement of any work provided by a BPA holder and obligate funds on behalf of the US Government.

Step 1: Nominate DARPA Technology For Commercialization

The DARPA Program Manager (PM) nominates a DARPA technology and development team for commercialization through the internal DARPA Portal. The DARPA Commercial Strategy Team (CST) will review nominations bi-weekly to determine the technologies appropriate for commercialization through this BPA.

Step 2: DARPA KO Review of the Call Order Request

The CST will submit a Call Order Request, to include the ROM, to the DARPA KO for review.

The DARPA KO will determine whether the Call Order Request is within scope of the BPA and appropriate to be placed onto a BPA as a call order. If the request is not deemed appropriate to be placed on a BPA, the DARPA KO will contact the CST with recommended changes, requests for additional information, or appropriate alternatives to execute the work in a timely manner.

5 April 2024

Step 3: Request for Quotes and Quote Preparation

Once the DARPA KO determines the Call Order Request is appropriate to be placed onto a BPA and that adequate funds are available on an existing DARPA Commercial Accelerators Purchase Requisition (PR), the DARPA KO will issue a Request for Quote (RFQ) to all the DARPA Commercial Accelerator BPA holders. BPA holders can expect at a minimum, the following information:

• Program Name and Description

• DOD Critical Technology Area

• Technology Description

• Market Opportunity

• Current Solution

• Unique Approach

• Risks (Adoption Risk, Development Risk, Compliance Barrier, Supply Chain Gap, Talent Gap)

• DARPA Performer and DUNS or URL

Interested BPA holders will then submit a Quote to include pricing, SCA resume(s) and any special considerations within five (5) business days of receiving the RFQ to the DARPA KO, with a copy also going to the CST, by e-mail. Pricing and resumes will not have a page limitation; however, any special considerations will be limited to 1 page. Any supporting pricing information, such as the basis for travel cost estimates, shall be submitted as an Excel document.

Step 4: Quote Acceptance, PR Execution, Call Order Award

The CST, will evaluate the quotes to determine the quote and BPA holder that offers the best value to the Government. Any questions for the BPA holders shall be submitted to the DARPA KO to address with the BPA holders. Once all the quotes have been evaluated, the CST will submit an award recommendation and supporting justification to the DARPA KO.

Once the terms and conditions of the best value quote are negotiated and agreed upon by both the BPA holder and the DARPA KO, the call order will be awarded by issuing a new call order.

5 April 2024

Step 5: Call Order Execution - Election form / deal team The call order execution phase is divided into two parts: (1) Election Form / Deal Team and (2) Coaching and Mentoring.

During Election Form / Deal Team step, the assigned SCA performs due diligence on the technology and startup team to develop an Election Form and associated white paper. The election form is an investment case that summarizes the Performer’s program and provides the CST with the information required to judge the Performer’s potential success in the marketplace such as competitive position, market size, intellectual property, and risk. Once the Election Form and white paper are complete, the SCA briefs the DARPA Deal Team during one of their regularly scheduled meetings and provides answers to any detailed questions. Included in the DARPA Deal Team brief, the BPA holder will recommend to the DARPA Deal Team the complexity of the commercialization required. The DARPA Deal Team then votes to progress the Performer to coaching and mentoring or rejects the opportunity.

Step 6: Call Order Execution - Coaching and Mentoring (Optional CLIN)

The DARPA KO will exercise the Coaching and Mentoring Option CLIN associated with the recommended and agreed upon complexity level. During coaching and mentoring the performer is on contract and executing the EEI program. The SCA plays a key role in tracking, coaching, and supporting the performer and their embedded entrepreneur (EE). During this phase, the SCA is monitoring progress toward major milestones in the program and regularly reporting status to the CST. The SCA also plays an important role in connecting the performer to potential funding sources and customers that may exist outside of the performer’s or EE’s network. In the way, the SCA acts as a bridge from the contract to the commercial marketplace.

During the call order execution phase (Step 5 & 6), the BPA holder and the CST are encouraged to communicate with each other frequently to ensure that both parties are satisfied with the progress of the work agreed upon in the SOW and that all deliverables are being met.

If, during the performance of the call order, there is a desire for a change to the scope of work or any deliverable, the BPA holder and the CST must refer such changes to their respective contracting offices for disposition. Note that only the DARPA KO is authorized to make any changes to these BPAs or resulting call orders. Any contract or performance issues shall be brought to the attention of the CST , DARPA KO, and the BPA holder Contract Manager.