CSO HR001125RE003 - Attachment 1 - SOW Template - 2025-07-14.docx

CSO # HR001125RE003

Shall contain NO 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 {Red Text should be removed and/or edited and changed to black text by each offeror before proposal submission. Offerors submitting a stand-alone MVP should remove SOW Section B and if key personnel are not proposed, 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 by Offeror Fiscal Year, citing specific tasks and their connection to proposed milestones and metrics. The following list specifies high-level tasks typically found in Embedded Entrepreneurship Initiative (EEI) SOWs. EEI tasks should be focused on reducing business risk. Tasks that reduce technical risk are discouraged. For each proposed task, include a detailed description of the task to include specific task completion criteria, the schedule, and the reports (e.g., data, reports, presentations, etc.). Define metrics and milestones that will demonstrate 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, not every task below will be relevant to a proposed commercial solution, therefore proposed SOWs shall include only tasks relative to the proposed commercial solution. Identify any tasks/subtasks that will involve human subjects research or animal research, involve the collection, retention, or use of personally identifiable information, be performed on campus at a university, be performed by a sub-awardee or consultant, be classified as controlled unclassified information (CUI), (optional) be aimed at the development of a Minimum Viable Product (MVP)).

1. [REQUIRED] Identify highly qualified, entrepreneurially experienced individual(s) to lead the execution of the SOW tasks and engage this(ese) individual(s) as Embedded Entrepreneur(s). This(ese) individual(s) will work with the Offeror to execute the tasks below. The Offeror will create a job description and description of the opportunity that can be used to help find appropriately skilled EEs. If needed, the Offeror shall proceed with the remaining tasks in this SOW after receiving concurrence on the Embedded Entrepreneur candidate by the DARPA Contracting Officer’s Representative.

2. Define & Validate the Commercial and Government Opportunity(ies)

3. Define the Value Proposition of the product or service.

4. Perform a Competitive Analysis.

5. Develop/Execute a Commercialization Strategy.

6. Identify features and functionality demanded by customers for the commercial solution.

7. Develop/Execute a Financing/Investor Engagement Plan (including a Pitch Deck).

8. Develop/Execute an Intellectual Property/Freedom to Operate Plan.

9. Complete a Techno-Economic Analysis to disaggregate risk and project outcomes from various business models/product versions.

10. Develop/Execute a plan for dual-use markets.

11. Develop/Execute a Regulatory Plan.

12. Develop/Execute a Manufacturing Scale-up Plan.

13. Develop/Execute a Marketing Strategy.

14. Develop/Execute a Reimbursement Strategy.

15. [REQUIRED] The Contractor shall complete EEI Close Out Questions and participate in a Feedback session upon EEI completion.

C. [OPTIONAL] Develop/Execute a Plan to build a Minimum Viable Product (MVP).

If an MVP is proposed, the proposed tasks for the SOW shall include the collection of feedback on Government and civilian customer requirements for features and functionality and describe how feedback will be collected. If an MVP is not proposed, then offeror shall change this section of their proposed SOW to “RESERVED” and note this is “N/A”.

MVP tasks should be focused on entering a target market, further proving out a service, product or capability, and demonstrating utility to an end user. Tasks that reduce technical risk are highly discouraged. For each proposed task, include a detailed description of the task to include specific task completion criteria, the schedule, and the reports (e.g., data, reports, presentations, etc.). Define metrics and milestones that will demonstrate the achievement of each task and the proposed schedule for the achievement of the corresponding metrics and milestones.

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 (for example) Milestone Title

Milestone Description

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

Milestone Structure 3 – Regulatory Needs (for example)

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-PROVIDED EQUIPMENT AND/OR INFORMATION

Identify the support or equipment the Offeror requires the Government to provide, such as access to facilities, equipment, data, materials, and information. If there is no Government-provided equipment or information required, then offerors shall list this section as “N/A”.

F. [REQUIRED] INTELLECTUAL PROPERTY. Fill-in the below tables with the intellectual property that is being delivered to the Government as part of the proposed statement of work. If there is no intellectual property being provided to the Government as part of the proposed statement of work, then the tables should be submitted in the SOW with “N/A”. If intellectual property will be submitted as a part of the proposed statement of work, then fill in the below tables in accordance with DFARS Provision 252.227-7017, Identification and Assertion of Use, Release, and Disclosure Restrictions.

NONCOMMERCIAL

Table of Intellectual Property being Delivered to the Government

COMMERCIAL

Table of Intellectual Property being Delivered to the Government

The Contractor shall endeavor to resolve any IP ambiguities throughout performance and maintain and transparently communicate IP concerns.

G. [REQUIRED] KEY PERSONNEL. Provide a list of the required qualifications and capabilities of the embedded entrepreneur (EE) candidate from the Embedded Entrepreneur Qualifications and Capabilities section of the Commercial Solutions Proposal (CSP). For MVPs, a list of key personnel is not required but may be proposed. If an Offeror proposes key personnel for an MVP, 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 to complete the tasks within this statement of work is included.

J. [REQUIRED] PERIOD OF PERFORMANCE. (Base CSP should be 12 months. MVPs should not exceed 24 months) K. [REQUIRED] REPORTS: The Contractor shall deliver monthly status reports documenting the status of the progress of the contract, a final report that summarizes the project at the conclusion of the period of performance. The final report shall include reporting on close-out metrics to be used by DARPA Commercial Strategy team to monitor the performance of the EEI program. The monthly reports and the final report should also contain any feedback on the Embedded Entrepreneur Initiative.