CSO HR001126RE007- Attachment 1 - SOW Template - 2026-05-01.docx

CSO # HR001126RE007

The SOW Does Not Contain Proprietary Information

Defense Advanced Research Projects Agency (DARPA) Commercial Strategy:

COMMERCIAL SOLUTIONS OPENING

Transition of DARPA-Funded Technologies Using Commercial Solutions Attachment 1: Statement of Work (SOW) Template

{Instruction: Offerors should remove and/or edit italicized, red text and use unitalicized, black text in the final version of the SOW before proposal submission. Offerors submitting a stand-alone Minimum Viable Product (MVP) should delete SOW, Section B. If key personnel are not proposed, delete SOW, Section G}

A. [REQUIRED] BACKGROUND/INTRODUCTION.

Provide applicable background/introduction for proposed SOW.

B. [REQUIRED] TASKS. (WITH ASSOCIATED SCHEDULE/REPORTS)

Provide a detailed task breakdown organized by offeror fiscal year, clearly linking each task to proposed milestones, metrics, and deliverables. The tasks below represent common high-level tasks associated with Embedded Entrepreneurship Initiative (EEI) SOWs. EEI tasks should focus on reducing business and commercialization risk. Tasks primarily focus on addressing or reducing technical risk are highly discouraged.

For each proposed task, the SOW should include:(1) a detailed task description; (2) specific task completion criteria; (3) the schedule; (4) associated deliverables (e.g., reports, data, presentations, etc.); and (5) define metrics and milestones demonstrating the achievement of each task and the proposed schedule for the achievement of the corresponding metrics and milestones.

(NOTE: With the exception of Tasks B.1 and B.15, offerors should include only those tasks listed below that will be relevant to the proposed commercial solution. The SOW should also identify any tasks or subtasks that: involve human subjects or animal research; include the collection, retention, or use of personally identifiable information (PII); performance on a university or college campus; performance by a sub-awardee or consultant; involve Controlled Unclassified Information (CUI); or (if applicable) support the development of a Minimum Viable Product (MVP)).

1. [REQUIRED] Embedded Entrepreneur (EE) Identification and Engagement:

Identify and engage a highly qualified, entrepreneurially experienced individual(s) to lead the execution of the SOW tasks and serve as an Embedded Entrepreneur(s). The Offeror will develop a job description and description of the opportunity to support the recruitment (hiring) of the appropriately qualified EE(s). The offeror may proceed with the remaining tasks in this SOW after receiving written concurrence on the EE candidate from the DARPA Contracting Officer’s Representative.

2. Opportunity Definition and Validation: Define and validate the commercial and Government Opportunity(ies).

3. Value Proposition Development: Define the value proposition of the proposed product service, or capability.

4. Competitive Analysis: Assess the competitive landscape, including alternative and differentiators.

5. Commercialization Strategy: Develop and execute a strategy to transition the product, service, or capability to market.

6. Customer Requirements Identification: Identify key features and functionality demanded by targeted customers for the commercial solution.

7. Financing and Investor Engagement Plan: Develop and execute a financing strategy, including preparation of investor materials, including a Pitch Deck.

8. Intellectual Property (IP)/Freedom to Operate Plan: Develop and execute an IP strategy, including assessment of freedom to operate plan.

9. Techno-Economic Analysis: Conduct analysis to evaluate business models, cost-drivers, and commercialization risks.

10. Dual-Use Market Strategy: Develop and execute a strategy addressing both commercial and Government applications.

11. Regulatory Strategy: Develop and execute a plan to address applicable regulatory requirements.

12. Manufacturing Scale-Up Plan: Develop and execute a plan production scaling and supply chain considerations.

13. Marketing Strategy: Develop and execute a strategy for market entry and customer engagement.

14. Reimbursement Strategy: Develop and execute a plan addressing reimbursement pathways.

15. [REQUIRED] EEI Closeout: Complete EEI Close Out Questions and participate in a Government-led feedback session upon completion of EEI effort.

C. [OPTIONAL] MINIMUM VIABLE PRODUCT (MVP) PLAN.

If an MVP is proposed, the SOW will include tasks that support the development and execution of the MVP. These tasks will emphasize market enty, validation of the product, service, or capability, and demonstration of utility to end users. Tasks primarily focused on reducing technical risk are highly discouraged.

The SOW will describe how feedback from Government and commercial customers will be collected and incorporated, including methods for gathering input on required features and functionality.

For each proposed MVP task, the SOW will include: (1) a detailed task description; (2) specific task completion criteria; (3) the schedule; (4) associated deliverables (e.g., reports, data, presentations, etc.); and (5) define metrics and milestones demonstrating the achievement of each task and the proposed schedule for the achievement of the corresponding metrics and milestones.

If an MVP is not proposed, offerors should label this section of the proposed SOW as “RESERVED” and indicate “N/A.”

D. [REQUIRED] MILESTONE PAYMENT SCHEDULE TABLE.

Either select one of the milestone payment structures OR provide a milestone payment schedule that describes the associated task from the statement of work, a milestone title, measurable and meaningful exit criteria, milestone completion date, and milestone price. For proposals with an MVP option or stand-alone MVP please provide a milestone payment schedule (separate from the base EEI milestones) that describes the associated task from the statement of work, a milestone title, measurable and meaningful exit criteria, milestone completion date, and milestone price. Government will replace “Milestone % of Price” with “Milestone Price” at contract award. Proposals that do not select one of the pre-filled milestone payment structures will take longer to evaluate and award, if selected. Therefore, offeros are highly encourages to select one of the pre-filled milestone payment structures for their proposed EEI.

Milestone Structure 1 – Typical EEI (example only) Milestone Title

Milestone Description

Milestone Structure 2 – Spin-Out Company (example only)

Milestone Structure 3 – Regulatory Needs (example only)

strategies for both the commercial opportunities and DoD Use Cases.

Milestone Structure Template – Only used for MVPs or the base CSP if the offeror does not select one of the pre-filled milestone structures.

E. [REQUIRED] GOVERNMENT-FURNISHED INFORMATION AND/OR EQUIPMENT.

Identify any Government-furnished information or equipment required for performance, including access to facilities, equipment, data, materials, or information. If no Government-furnished information or equipment required, the offeror will state “N/A” in this section.

F. [REQUIRED] INTELLECTUAL PROPERTY.

Complete the tables below to identify any intellectual property (IP) to be delivered to the Government under the proposed SOW. If no IP will be delivered to the Government, the tables should be included in the SOW and marked “N/A.” If IP will be delivered, the offeror will complete the tables in accordance with the Defense Federal Acquisition Regulation Supplement 252.227-7017,“Identification and Assertion of Use, Release, and Disclosure Restrictions.”

NONCOMMERCIAL

Table of Intellectual Property being Delivered to the Government

Asserting Restrictions

COMMERCIAL

Table of Intellectual Property being Delivered to the Government

The contractor/awardee will make reasonable efforts to resolve any IP ambiguities throughout performance and will promptly and transparently communicate, in writing, any IP-related issues or concerns to the Government.

G. [REQUIRED] KEY PERSONNEL. Provide a list of the required qualifications and capabilities for the Embedded Entrepreneur (EE) candidate(s) consistent with the Embedded Entrepreneur Qualifications and Capabilities section of the Commercial Solutions Proposal (CSP). For MVP proposals, a list of key personnel is not required; however, if key personnel are proposed, the offeror will provide a list of the required qualifications and capabilities of the proposed MVP key personnel.

H. [REQUIRED] PLACE OF PERFORMANCE. Provide the location where the work in the proposed SOW will take place.

I. [REQUIRED] TRAVEL. All travel required by the contractor/awardee to complete the tasks within the SOW is included.

J. [REQUIRED] PERIOD OF PERFORMANCE. (Base CSP should be 12 months. MVPs should not exceed 24 months. Base CSP and MVP period of performance may overlap.)

K. [REQUIRED] REPORTS: The contractor/awardee will deliver monthly status reports documenting contract/agreement progress, including accomplishments, issues, risks, and planned activities. At the conclusion of the period of performance, the contractor/awardee will submit a final report summarizing overall outcomes. The final report will include closeout metrics required by the DARPA Commercial Strategy team to assess the performance of the EEI program. Both the monthly and final reports should also include the contractor’s/awardee’s feedback on the Embedded Entrepreneur Initiative.