APEX_Performance_Reporting_2.2_Semi-Annual_FY26[1].xlsx
XLSX spreadsheet 266 KB Posted
- Attached to
- APEX Accelerator-Open Announcement for Idaho
- Opportunity number
- DOD2026APEXACCELERATORIDAHO
- Issued by
-
Department of Defense
About this file
This is a semi-annual performance reporting template for an APEX Accelerator cooperative agreement with the Department of Defense under the Procurement Technical Assistance for Business Firms program (CFDA 12.002). The Excel document provides a comprehensive reporting framework for tracking performance across seven key goals, including cultivating the Defense Industrial Base, increasing small business certifications, improving cybersecurity, facilitating innovation, and capturing market data in critical and emerging technologies. The template requires detailed reporting on metrics such as new business readiness, small business certifications, subcontractor referrals, training events, and technology sector engagement.
The reporting template is structured with multiple worksheets covering socioeconomic performance, event tracking, key industries data, performance summary, and training logs. It is designed for organizations operating APEX Accelerators to document their progress in supporting businesses seeking government procurement opportunities, with a focus on diverse business types including Small Disadvantaged Businesses, HUBZone businesses, Service-Disabled Veteran-Owned Small Businesses, and Women-Owned Small Businesses. The template includes dropdown menus and automated calculation fields to streamline reporting of performance metrics across various technology sectors and program goals.
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0_Cover Page
PERFORMANCE
REPORT
| ORGANIZATION | XX APEX Accelerator | LEGEND | Cells shaded in white require your input. |
| AGREEMENT NUMBER | W56KGU-XX-2-XXXX | Cells shaded in gray automatically populate data and do not require your input. |
| AGREEMENT PERIOD | MM/DD/YYYY - MM/DD/YYYY |
| TOTAL FUNDED AMOUNT | xxx,xxx.xx |
| PROJECT QUARTER | Semi-Annual No. X |
| REPORTING PERIOD | MM/DD/YYYY - MM/DD/YYYY |
| REPORTING DATE | MM/DD/YYYY |
| SUBMITTED BY | Name, Position |
P1_Socioeconomic
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Goal | Goal 2. Increase Small Business Certifications and Participation |
| Performance Metric | Report on | Number of New Businesses | Total Number of All Awards | Total Value of All Awards ($) | |||
| PoP (1st half) | PoP (2nd half) | PoP (1st half) | PoP (2nd half) | PoP (1st half) | PoP (2nd half) | ||
| 2.1. Increase number of DIB and GIB-ready Small Disadvantaged Businesses (SDBs). | a. Number of new 8(a) businesses with details of contract awards to all currently certified 8(a) businesses. | ||||||
| b. Number of new SDBs with details of contract awards to all SDB businesses other than 8(a) businesses. |
2.2. Increase number of DIB and GIB-ready Historically Under-utilized Business Zone (HUBZone) businesses. Number of new HUBZone businesses with details of contract awards to all currently certified HUBZone businesses.
2.3. Increase number of DIB and GIB-ready Service-Disabled Veteran-Owned Small Businesses (SDVOSBs). Number of new SDVOSBs with details of contract awards to all currently certified SDVOSBs.
2.4. Increase number of DIB and GIB-ready Women-Owned Small Businesses (WOSBs). Number of new WOSBs with details of contract awards to all currently certified WOSBs.
2.5 Increase number of all Other businesses Number of new businesses that do not fall into categories 2.1 through 2.4
P2_Reporting 2.6
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Goal | Goal 2. Increase Small Business Certifications and Participation |
| Performance Metric | Report on | Company being Referred | SBLO Company/Agency Name | Name of SBLO Receiving Referral | SBLO Email Address | |
| (when copying/pasting an email address, hit "enter" to create a hyperlink) | PoP Referred | |||||
| (Drop-down menu) | Please select the appropriate quarter from the drop-down menu. | |||||
| Promote subcontracting opportunities for SDBs, HUBZone businesses, SDVOSBs, WOSBs, and other small businesses. | Number of subcontractor referrals to SBLOs and details of referrals |
P3_Events
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Type of Program Function | Accelerator-hosted Events and Training |
| Event Name | Event Description | Primary Topic | |
| (Drop-down menu) | Secondary Topic |
(if applicable,
| Drop-down menu) | Audience | |||||
| (Drop-down menu) | Hosted/ Co-hosted | |||||
| (Drop-down menu) | Matchmaking | |||||
| (Drop-down menu) | Number of Attendees | Event Date(s) | Location | |||
| (City, State) | Expenditure | |||||
| ($, if applicable) | Note | |||||
| (e.g., co-hosters, sponsors, etc.) | PoP Event Occurred | |||||
| (Drop-down menu) | Cybersecurity -General | Yes | ||||
| Start | ||||||
| (MM/DD/YYYY) | End | |||||
| (MM/DD/YYYY) | Cybersecurity - Project Spectrum | Please select the appropriate quarter from the drop-down menu. |
| Goal 2.6.i Subcontracting Opportunities for all types of SB Concerns (Training for SBLOs) |
| Goal 2.7.i DOD Mentor Protégé |
| Goal 2.7.ii SBA Mentor Protégé |
| Goal 3.1.i Foreign Ownership, Control, and Influence (FOCI) |
| Goal 4.2.i Cybersecurity - Project Specturm |
| Goal 4.2.ii. Cybersecurity - General |
| Goal 5.1.ii Government-led Innovation Program (GIP) |
| Goal 6.2.i Defense Production Act (DPA) Title III |
| Other - include detail in event description |
SBA Mentor Protégé
Total 0.00
P4_Key Industries Data
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Goal | Goal 7. Capture Market Data in Key Industries. |
| Mission | Identify businesses working on critical and emerging technologies and capture information about the businesses. |
| Task Statement | Catalog businesses, working on critical and emerging technologies (including but not limited to university spin-offs and entrepreneurial sole proprietors) and information about the businesses. |
(Note: The data collection points are defined in Appendix II, while the key technology areas of critical and emerging technologies are listed in Appendix III.)
| 1. Meeting date | ||
| (MM/DD/YYYY)* | 2. Company name | |
| (Entrepreneur’s name, if the company name is not available)* | 3A. Point of contact | |
| (Name)* | 3B. Point of contact | |
| (Email address- when copying/pasting an email address, hit "enter" to create a hyperlink)* | 4A. Key technology area | |
| (Drop-down menu)* | 4B. Key technology subfield | |
| (Drop-down menu)* | 5. Own Intellectual Property (IP)? | |
| (Drop-down menu)* | 5A. If "yes" to #5, does the company license its technology to a foreign national or entity? | |
| (Drop-down menu)* | 5B. If "no" to #5, what organization owns the IP?* | 6. Commercially available? |
| (Drop-down menu)* | 6A. If "yes" to #6, what is the annual production capacity? | 6B. If "no" to #6, what is the approximate Technology Readiness Level (TRL)? |
| (Drop-down menu)* | 7. Capability statement (Location i.e. APEX Program Email or Company Website) | 8. Number of employees |
| (Drop-down menu) | 9. Website | |
| (No hyperlinks) | 10. Address including 5-digit zip code | 11. Phone number |
| (XXX)XXX-XXXX | 12.Identification numbers | 13. PoP Meeting Occurred |
| (Drop-down menu)* | Please select the appropriate quarter from the drop-down menu. |
TRL 1: Basic principles observed and reported TRL 2: Technology concept/ application formulated TRL3: Characteristic proof-of-concept TRL 4: Component validation in laboratory environment TRL 5: Component validation in relevant environment TRL 6: System demonstration in relevant environment TRL 7: System prototype demonstration in a real environment TRL 8: Actual system “completed” and “qualified” through test and demonstration in a real environment TRL 9: Actual system “proven” through successful mission operations
| Advanced Computing | Advanced Engineering Materials | Advanced Gas Turbine Engine Technologies | Advanced Manufacturing | Advanced and Networked Sensing and Signature Management | Advanced Nuclear Energy Technologies | Artificial Intelligence | Autonomous Systems and Robotics | Biotechnologies | Communication and Networking Technologies | Directed Energy | Financial Technologies | Human-Machine Interfaces | Hypersonics | Networked Sensors and Sensing | Quantum Information Technologies | Renewable Energy Generation and Storage | Semiconductors and Microelectronics | Space Technologies and Systems |
| Supercomputing | Materials by design and material genomics | Aerospace, maritime, and industrial development and production technologies | Additive manufacturing | Payloads, sensors, and instruments | Nuclear energy systems | Machine learning | Surfaces | Nucleic acid and protein synthesis | Radio-frequency (RF) and mixed-signal circuits, antennas, filters, and components | Lasers | Distributed ledger technologies | Augmented reality | Propulsion | Networked Sensors and Sensing | Quantum computing | Renewable generation | Design and electronic design automation tools | On-orbit servicing, assembly, and manufacturing |
| Edge_computing | Materials with new properties | Full-authority digital engine control, hot-section manufacturing, and associated technologies | Clean, sustainable manufacturing | Sensor processing and data fusion | Fusion energy | Deep learning | Air | Genome and protein engineering including design tools | Spectrum management technologies | High-power microwaves | Digital assets | Virtual reality | Aerodynamics and control | Materials, isotopes, and fabrication techniques for quantum devices | Renewable and sustainable fuels | Manufacturing process technologies and manufacturing equipment | Commoditized satellite buses | |
| Cloud_computing | Materials with substantial improvements to existing properties | Smart manufacturing | Adaptive optics | Space nuclear power and propulsion systems | Reinforcement learning | Maritime | Multi-omics and other biometrology, bioinformatics, predictive modeling, and analytical tools | Next-generation wireless networks, including 5G and 6G | Particle beams | Digital payment technologies | Brain-computer interfaces | Materials | Post-quantum cryptography | Energy storage | Beyond complementary metal-oxide-semiconductor (CMOS) technology | Low-cost launch vehicles | ||
| Data_storage | Material property characterization and lifecycle assessment | Nanomanufacturing | Remote sensing of the Earth | Sensory perception and recognition | Space | for functional phenotypes | Optical links and fiber technologies | Digital identity infrastructure | Human-machine teaming | Detection, tracking, and characterization | Quantum sensing | Electric and hybrid engines | Heterogeneous integration and advanced packaging | Sensors for local and wide-field imaging | ||||
| Computing_architectures | Signature management | Next-generation AI | Engineering of multicellular systems | Terrestrial/undersea cables | Defense | Quantum networking | Batteries | Specialized/tailored hardware components for artificial intelligence, natural and hostile | Space propulsion | |||||||||
| Data processing_&_ analysis techniques | Nuclear materials detection and characterization | Planning, reasoning, and decision making | Engineering of viral and viral delivery systems | Satellite-based communications | Grid integration technologies | radiation environments, RF and optical components, high-power devices, and other critical | Resilient positioning, navigation, and timing (PNT) | |||||||||||
| Chemical weapons detection and characterization | Safe and/or secure AI | Biomanufacturing and bioprocessing technologies | Hardware, firmware, and software | Energy-efficiency technologies | applications | Cryogenic fluid management | ||||||||||||
| Biological weapons detection and characterization | Communications and network security | Novel materials for advanced microelectronics | Entry, descent, and landing | |||||||||||||||
| Emerging pathogens detection and characterization | Mesh networks/infrastructure independent communication technologies | Wide-bandgap and ultra-wide-bandgap technologies for power management, distribution, and | ||||||||||||||||
| Transportation-sector sensing | transmission | |||||||||||||||||
| Security-sector sensing | ||||||||||||||||||
| Health-sector sensing | ||||||||||||||||||
| Energy-sector sensing | ||||||||||||||||||
| Building-sector sensing | ||||||||||||||||||
| Environmental-sector sensing |
| Advanced Computing and Software |
| Advanced Materials |
| Biotechnology |
| Directed Energy |
| Energy Resilience |
| Future Generation Wireless Technology (FutureG) |
| Human-Machine Interfaces |
| Hypersonics |
| Integrated Network Systems-of-Systems |
| Integrated Sensing and Cyber |
| Microelectronics |
| Quantum Science |
| Space Technology |
| Trusted AI and Autonomy |
P5_Performance Summary
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Agreement Period | MM/DD/YYYY - MM/DD/YYYY |
| Reporting Period | MM/DD/YYYY - MM/DD/YYYY |
| Reporting Date | MM/DD/YYYY |
| GOAL | PERFORMANCE METRIC | REPORTING REQUIREMENTS | Goal | PoP (1st half) Achieved | PoP (2nd half) Achieved | CUMULATIVE NUMBER | DIFFERENCE TO PROPOSED NUMBER | SUCCESS RATIO (%) | |
| Goal 1. Cultivate and Sustain the Defense Industrial Base (DIB) and Government Industrial Base (GIB). | 1.1. Facilitate achievement of DIB readiness for new entrants. | Number of new DIB-ready clients. | 0 | 0 | ERROR:#DIV/0! | ||||
| 1.2. Facilitate achievement of GIB readiness for new entrants. | a. Number of new GIB(F)-ready clients. | 0 | 0 | ERROR:#DIV/0! | |||||
| b. Number of new GIB(S/L)-ready clients. | 0 | 0 | ERROR:#DIV/0! | ||||||
| 1.3. Sustain the DIB and GIB. | a. Number of DIB-ready clients assited (not included in 1.1 and 1.2). | 0 | 0 | ERROR:#DIV/0! | |||||
| b. Number of GIB(F)-ready clients assisted (not included in 1.1 and 1.2). | 0 | 0 | ERROR:#DIV/0! | ||||||
| c. Number of GIB(S/L)-ready clients assisted (not included in 1.1 and 1.2). | 0 | 0 | ERROR:#DIV/0! | ||||||
| d. Number of all other assisted clients not DIB- or GIB-ready. | 0 | 0 | ERROR:#DIV/0! | ||||||
| Goal 2. Increase Small Business Certifications and Participation | 2.1. Increase number of DIB and GIB-ready Small Disadvantaged Businesses (SDBs). | a. Number of new 8(a) businesses with details of contract awards to all currently certified 8(a) businesses. (Details on P1_Socioeconomic sheet) | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | ||
| b. Number of new SDBs with details of contract awards to all SDB businesses other than 8(a) businesses. | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | ||||
| 2.2. Increase number of DIB and GIB-ready Historically Under-utilized Business Zone (HUBZone) businesses. | Number of new HUBZone businesses with details of contract awards to all currently certified HUBZone businesses. (Details on P1_Socioeconomic sheet) | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | |||
| 2.3. Increase number of DIB and GIB-ready Service-Disabled Veteran-Owned Small Businesses (SDVOSBs). | Number of new SDVOSBs with details of contract awards to all currently certified SDVOSBs. (Details on P1_Socioeconomic sheet) | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | |||
| 2.4. Increase number of DIB and GIB-ready Women-Owned Small Businesses (WOSBs). | Number of new WOSBs with details of contract awards to all currently certified WOSBs. (Details on P1_Socioeconomic sheet) | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | |||
| 2.5 Increase number of all Other businesses | Number of new businesses that do not fall into categories 2.1 through 2.4 | 0 | 0 | 0 | 0 | ERROR:#DIV/0! | |||
| 2.6. Promote subcontracting opportunities for SDBs, HUBZone businesses, SDVOSBs, WOSBs, and other small businesses. | Number of subcontractor referrals to Small Business Liaison Offices (SBLOs) and details of referrals. | 0 | 0 | ERROR:#DIV/0! | |||||
| 2.7. Encourage and support participation in Mentor-Protégé Program (MPP). | a. Number of clients counseled on the Small Business Administration (SBA) and DoD MPP. | 0 | 0 | ERROR:#DIV/0! | |||||
| b. Number of client training events on SBA and DoD MPP and corresponding details (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| Goal 3. Increase Awareness of and Compliance with Foreign Ownership, Control, or Influence (FOCI). | 3.1. Educate businesses in the DIB and GIB on FOCI. | a. Number of clients counseled on FOCI. | 0 | 0 | ERROR:#DIV/0! | ||||
| b. Number of hosted and/or supported FOCI training and other events (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| Goal 4. Improve Cybersecurity of the DIB and GIB. | 4.1. Educate on enhanced cybersecurity. | a. Number of clients counseled on Federal Acquisition Regulation (FAR) 52.204-21 and its implications. | 0 | 0 | ERROR:#DIV/0! | ||||
| b. Number of clients counseled on the importance of cybersecurity implications. | 0 | 0 | ERROR:#DIV/0! | ||||||
| c. Number of hosted and/or supported training and other events on Project Spectrum (PS) (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| d. | Number of hosted and/or supported other cybersecurity training and events (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | |||||
| Goal 5. Facilitate Innovation for the DIB and GIB. | 5.1. Connect innovative businesses to Government-led Innovation Programs (GIPs). | a. Number of clients counseled on GIPs. | 0 | 0 | ERROR:#DIV/0! | ||||
| b. Number of hosted and/or supported training and other events related to GIPs. (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| Goal 6. Strengthen the Supply Chain. | 6.1. Support Defense Production Act (DPA) Title III activities. | a. Number of clients counseled on the DPA Title III. | 0 | 0 | ERROR:#DIV/0! | ||||
| b. Number of training and other events related to the DPA Title III. (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| 6.2. Support Industrial Base Analysis and Sustainment (IBAS) activities. | a. Number of clients counseled on the IBAS. | 0 | 0 | ERROR:#DIV/0! | |||||
| b. Number of training and other events related to the IBAS (Details on P3 Events sheet) | 0 | 0 | ERROR:#DIV/0! | ||||||
| Goal 7. Capture Market Data in Key Industries. | 7.1. Identify businesses working on critical and emerging technologies and capture information about the businesses. | Number of businesses working on critical and emerging technologies (including but not limited to university spin-offs and entrepreneurial sole proprietors) and information about the businesses. Note: The data collection points are defined in Appendix II, while the key technology areas of critical and emerging technologies are listed in Appendix III. (Details on P4_Key Industries Data) | 0 | 0 | ERROR:#DIV/0! |
P6_Accelerator Training Log
| Organization | XX APEX Accelerator |
| Agreement Number | W56KGU-XX-2-XXXX |
| Type of Program Function | Accelerators-attended Trainings |
| Name of Attendee | FT or PT | Training Name | Training Description | Training Provider | Primary Topic | ||
| (Drop-down menu) | Event Date(s) | Location | |||||
| (City, State) or indicate virtual platform/site | Length of Training (min., hours) | PoP Training Occurred | |||||
| (Drop-down menu) | Cybersecurity -General | Yes | |||||
| Start | |||||||
| (MM/DD/YYYY) | End | ||||||
| (MM/DD/YYYY) | Cybersecurity - Project Spectrum | Please select the appropriate quarter from the drop-down menu. |
Total 0.00
| Cultivate and Sustain the DIB |
| Increase Small Business Certifications and Participation |
| Increase Awareness of and Compliance with FOCI |
| Improve Cybersecurity |
| Facilitate Innovation |
| Strengthen the Supply Chain |
| Capture Market Data in Key Industries |
| Manufacturing Innovation Institutes (MIIs) |
| DoD Mentor Protégé Program (MPP) |
| Rapid Integrated Scalable Enterprise (RISE) |
| Defense Production Act Title III |
| Industrial Base and Analysis and Sustainment (IBAS) Program |
| DOD or SBA SBIR/STTR |
| Foreign Ownership, Control and Influence (FOCI) |
| Project Spectrum |
| National Security Innovation Network (NSIN) |
| Technology Readiness Level (TRL) |
| Other - include detail in event description |
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