APEX_Performance_Reporting_2.2_Semi-Annual_FY26[1].xlsx

XLSX spreadsheet 266 KB Posted

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APEX Accelerator-Open Announcement for Idaho
Opportunity number
DOD2026APEXACCELERATORIDAHO
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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

ORGANIZATIONXX APEX AcceleratorLEGENDCells shaded in white require your input.
AGREEMENT NUMBERW56KGU-XX-2-XXXXCells shaded in gray automatically populate data and do not require your input.
AGREEMENT PERIODMM/DD/YYYY - MM/DD/YYYY
TOTAL FUNDED AMOUNTxxx,xxx.xx
PROJECT QUARTERSemi-Annual No. X
REPORTING PERIODMM/DD/YYYY - MM/DD/YYYY
REPORTING DATEMM/DD/YYYY
SUBMITTED BYName, Position

P1_Socioeconomic

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
GoalGoal 2. Increase Small Business Certifications and Participation
Performance MetricReport onNumber of New BusinessesTotal Number of All AwardsTotal 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

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
GoalGoal 2. Increase Small Business Certifications and Participation
Performance MetricReport onCompany being ReferredSBLO Company/Agency NameName of SBLO Receiving ReferralSBLO 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

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
Type of Program FunctionAccelerator-hosted Events and Training
Event NameEvent DescriptionPrimary 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 AttendeesEvent Date(s)Location
(City, State)Expenditure
($, if applicable)Note
(e.g., co-hosters, sponsors, etc.)PoP Event Occurred
(Drop-down menu)Cybersecurity -GeneralYes
Start
(MM/DD/YYYY)End
(MM/DD/YYYY)Cybersecurity - Project SpectrumPlease 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

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
GoalGoal 7. Capture Market Data in Key Industries.
MissionIdentify businesses working on critical and emerging technologies and capture information about the businesses.
Task StatementCatalog 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 code11. Phone number
(XXX)XXX-XXXX12.Identification numbers13. 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 ComputingAdvanced Engineering MaterialsAdvanced Gas Turbine Engine TechnologiesAdvanced ManufacturingAdvanced and Networked Sensing and Signature ManagementAdvanced Nuclear Energy TechnologiesArtificial IntelligenceAutonomous Systems and RoboticsBiotechnologiesCommunication and Networking TechnologiesDirected EnergyFinancial TechnologiesHuman-Machine InterfacesHypersonicsNetworked Sensors and SensingQuantum Information TechnologiesRenewable Energy Generation and StorageSemiconductors and MicroelectronicsSpace Technologies and Systems
SupercomputingMaterials by design and material genomicsAerospace, maritime, and industrial development and production technologiesAdditive manufacturingPayloads, sensors, and instrumentsNuclear energy systemsMachine learningSurfacesNucleic acid and protein synthesisRadio-frequency (RF) and mixed-signal circuits, antennas, filters, and componentsLasersDistributed ledger technologiesAugmented realityPropulsionNetworked Sensors and SensingQuantum computingRenewable generationDesign and electronic design automation toolsOn-orbit servicing, assembly, and manufacturing
Edge_computingMaterials with new propertiesFull-authority digital engine control, hot-section manufacturing, and associated technologiesClean, sustainable manufacturingSensor processing and data fusionFusion energyDeep learningAirGenome and protein engineering including design toolsSpectrum management technologiesHigh-power microwavesDigital assetsVirtual realityAerodynamics and controlMaterials, isotopes, and fabrication techniques for quantum devicesRenewable and sustainable fuelsManufacturing process technologies and manufacturing equipmentCommoditized satellite buses
Cloud_computingMaterials with substantial improvements to existing propertiesSmart manufacturingAdaptive opticsSpace nuclear power and propulsion systemsReinforcement learningMaritimeMulti-omics and other biometrology, bioinformatics, predictive modeling, and analytical toolsNext-generation wireless networks, including 5G and 6GParticle beamsDigital payment technologiesBrain-computer interfacesMaterialsPost-quantum cryptographyEnergy storageBeyond complementary metal-oxide-semiconductor (CMOS) technologyLow-cost launch vehicles
Data_storageMaterial property characterization and lifecycle assessmentNanomanufacturingRemote sensing of the EarthSensory perception and recognitionSpacefor functional phenotypesOptical links and fiber technologiesDigital identity infrastructureHuman-machine teamingDetection, tracking, and characterizationQuantum sensingElectric and hybrid enginesHeterogeneous integration and advanced packagingSensors for local and wide-field imaging
Computing_architecturesSignature managementNext-generation AIEngineering of multicellular systemsTerrestrial/undersea cablesDefenseQuantum networkingBatteriesSpecialized/tailored hardware components for artificial intelligence, natural and hostileSpace propulsion
Data processing_&_ analysis techniquesNuclear materials detection and characterizationPlanning, reasoning, and decision makingEngineering of viral and viral delivery systemsSatellite-based communicationsGrid integration technologiesradiation environments, RF and optical components, high-power devices, and other criticalResilient positioning, navigation, and timing (PNT)
Chemical weapons detection and characterizationSafe and/or secure AIBiomanufacturing and bioprocessing technologiesHardware, firmware, and softwareEnergy-efficiency technologiesapplicationsCryogenic fluid management
Biological weapons detection and characterizationCommunications and network securityNovel materials for advanced microelectronicsEntry, descent, and landing
Emerging pathogens detection and characterizationMesh networks/infrastructure independent communication technologiesWide-bandgap and ultra-wide-bandgap technologies for power management, distribution, and
Transportation-sector sensingtransmission
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

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
Agreement PeriodMM/DD/YYYY - MM/DD/YYYY
Reporting PeriodMM/DD/YYYY - MM/DD/YYYY
Reporting DateMM/DD/YYYY
GOALPERFORMANCE METRICREPORTING REQUIREMENTSGoalPoP (1st half) AchievedPoP (2nd half) AchievedCUMULATIVE NUMBERDIFFERENCE TO PROPOSED NUMBERSUCCESS 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.00ERROR:#DIV/0!
1.2. Facilitate achievement of GIB readiness for new entrants.a. Number of new GIB(F)-ready clients.00ERROR:#DIV/0!
b. Number of new GIB(S/L)-ready clients.00ERROR:#DIV/0!
1.3. Sustain the DIB and GIB.a. Number of DIB-ready clients assited (not included in 1.1 and 1.2).00ERROR:#DIV/0!
b. Number of GIB(F)-ready clients assisted (not included in 1.1 and 1.2).00ERROR:#DIV/0!
c. Number of GIB(S/L)-ready clients assisted (not included in 1.1 and 1.2).00ERROR:#DIV/0!
d. Number of all other assisted clients not DIB- or GIB-ready.00ERROR:#DIV/0!
Goal 2. Increase Small Business Certifications and Participation2.1. 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)0000ERROR:#DIV/0!
b. Number of new SDBs with details of contract awards to all SDB businesses other than 8(a) businesses.0000ERROR:#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)0000ERROR:#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)0000ERROR:#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)0000ERROR:#DIV/0!
2.5 Increase number of all Other businessesNumber of new businesses that do not fall into categories 2.1 through 2.40000ERROR:#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.00ERROR:#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.00ERROR:#DIV/0!
b. Number of client training events on SBA and DoD MPP and corresponding details (Details on P3 Events sheet)00ERROR:#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.00ERROR:#DIV/0!
b. Number of hosted and/or supported FOCI training and other events (Details on P3 Events sheet)00ERROR:#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.00ERROR:#DIV/0!
b. Number of clients counseled on the importance of cybersecurity implications.00ERROR:#DIV/0!
c. Number of hosted and/or supported training and other events on Project Spectrum (PS) (Details on P3 Events sheet)00ERROR:#DIV/0!
d.Number of hosted and/or supported other cybersecurity training and events (Details on P3 Events sheet)00ERROR:#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.00ERROR:#DIV/0!
b. Number of hosted and/or supported training and other events related to GIPs. (Details on P3 Events sheet)00ERROR:#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.00ERROR:#DIV/0!
b. Number of training and other events related to the DPA Title III. (Details on P3 Events sheet)00ERROR:#DIV/0!
6.2. Support Industrial Base Analysis and Sustainment (IBAS) activities.a. Number of clients counseled on the IBAS.00ERROR:#DIV/0!
b. Number of training and other events related to the IBAS (Details on P3 Events sheet)00ERROR:#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)00ERROR:#DIV/0!

P6_Accelerator Training Log

OrganizationXX APEX Accelerator
Agreement NumberW56KGU-XX-2-XXXX
Type of Program FunctionAccelerators-attended Trainings
Name of AttendeeFT or PTTraining NameTraining DescriptionTraining ProviderPrimary Topic
(Drop-down menu)Event Date(s)Location
(City, State) or indicate virtual platform/siteLength of Training (min., hours)PoP Training Occurred
(Drop-down menu)Cybersecurity -GeneralYes
Start
(MM/DD/YYYY)End
(MM/DD/YYYY)Cybersecurity - Project SpectrumPlease 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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