Exhibit B - Instructions Pertaining to Assertions Regarding Data Intellectual Property Rights.pdf

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United States Army Space and Missile Defense Command (USASMDC) Design, Development, Demonstration, and Integration II (D3I2) Domain 1 (D1) DRFP Questions and Answers (Q&As) Posting
Solicitation number
W9113M24R0070
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This document is a set of instructions pertaining to assertions regarding data rights and intellectual property at the task order level for a federal contract opportunity.

The instructions cover requirements for offerors to provide information on noncommercial technical data, computer software, and computer software documentation, as well as commercial technical data, computer software, and computer software documentation that may be delivered under the potential task orders. Offerors must identify any background inventions that may be incorporated and provide licensing information. Offerors must also discuss how any asserted data rights restrictions or proposed additional data rights will impact the proposed technical solutions and the government's ability to use the resulting technical data and computer software. This information must be provided as attachments to any task order proposal. If a task order is issued, the data rights assertions will become attachments to the contract and must be updated as circumstances change.

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W9113M24R0070 Exhibit B Instructions Pertaining to Assertions Regarding Data Rights and Intellectual Property at the Task Order Level Design, Development, Demonstration, and Integration II (D3I2) Domain 1 02 April 2024 (REV 00)

INSTRUCTIONS PERTAINING TO ASSERTIONS REGARDING DATA RIGHTS AND

INTELLECTUAL PROPERTY AT THE TASK ORDER LEVEL

Noncommercial Technical Data, Computer Software, and Computer Software Documentation:

The offeror shall provide the information required by DFARS 252.227-7017, Identification and Assertion of Use, Release, or Disclosure Restrictions, and 252.227-7028, Technical Data or Computer Software Previously Delivered to the Government, in the formats specified therein, as an attachment to any Task Order proposal. Indicate whether development was accomplished exclusively or partially at private expense. Provide evidence of private expense, such as IR&D account numbers. Indicate whether the item, component, or process or the software will be further developed with Government funding. If so, indicate whether (and explain how) the new development is segregable from the original.

If a Task Order is issued, the associated data rights assertions will become an attachment to the contract and shall be updated as circumstances change.

Commercial Technical Data: DFARS 252.227-7015, Technical Rights in Commercial Products and Commercial Services applies to all commercial technical data to be delivered or furnished pursuant to this contract. The Offeror shall attach to any Task Order proposal a list, titled “Commercial Technical Data - Government Use Restrictions.” The List shall provide the following information regarding all commercial technical data that the Offeror, its subcontractors, and suppliers intend to deliver with other than unrestricted rights: (1) identification of the data and the item, component, or process to which it pertains; (2) basis for asserting restrictions; (3) rights asserted; (4) entity asserting restrictions; and (5) terms under which the Government, if necessary, can acquire additional rights pursuant to a Special License Agreement. For each entry citing asserted rights other than the standard license rights per DFARS 252.227-7015, Technical Rights in Commercial Products and Commercial Services, the Offeror shall provide a complete description of the asserted rights and attach copies of any applicable licenses. The List shall be signed and dated by an official authorized to contractually obligate the Offeror. If there is no information to be included in the List, the Offeror shall enter "None" as the body of the List. If the Task Order is issued, the List will become an attachment to the contract and shall be updated as circumstances change.

Commercial Computer Software and Computer Software Documentation: The offeror shall attach to any Task Order proposal a list, titled “Commercial Computer Software and Computer Software Documentation - Identification and Licensing” providing information on all commercial computer software (including and specifically identifying Open-Source Software) to be delivered or furnished under the Task Order by the Offeror, its subcontractors, and suppliers. The List shall provide the following information: (1) identification of the software, including title and version number; (2) purpose / proposed use; (3) applicable license and maintenance fees; (4) whether the license can be transferred to the Government or other Government contractors and whether it will satisfy the ultimate user’s needs; and (5) copy of the license applicable to the Government. For Open-Source Software, also identify if the software has been or will be modified, and, if so, by whom; and, whether such modification occurred or will occur by incorporating it into any third-party software (if so, identify). The List shall be signed and dated by an official authorized to contractually obligate the Offeror. If there is no information to be included in the List, the Offeror shall enter "None" as the body of the List. If the Task Order is issued, the List will become an attachment to the contract and shall be updated as circumstances change.

Background Inventions: The offeror shall attach to any Task Order proposal a list, titled, “Background Inventions-Identification and Licensing,” providing information on all background inventions that are subject to the work to be performed under the Task Order. A “background invention” is any invention, other than a subject invention, that is covered by any patent or pending patent application in which the Offeror, its subcontractors or suppliers (1) have any right, title, or interest; and

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W9113M24R0070 Exhibit B Instructions Pertaining to Assertions Regarding Data Rights and Intellectual Property at the Task Order Level Design, Development, Demonstration, and Integration II (D3I2) Domain 1 02 April 2024 (REV 00)

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(2) propose to incorporate into any items, components, or processes (ICP) to be developed or delivered, or that will be described or disclosed in any technical data, computer software, or computer software documentation to be developed or delivered, under the Task Order. For each background invention, the List shall identify: (1) the invention, by serial number, title, and date of the patent application or issued patent; (2) the ICP, technical data, computer software, or computer software documentation that will incorporate or disclose the invention; (3) the nature of the Offeror's right, title, or interest in the invention; and (4) whether the Offeror is willing to sell to the Government a license to practice the invention, and if so, a complete description of the terms of such proposed license. The List shall be signed and dated by an official authorized to contractually obligate the Offeror. If there is no information to be included in the List, the Offeror shall enter "None" as the body of the List. If the Task Order is issued, the List will become an attachment to the contract and shall be updated as circumstances change.

Explanation of Impact on Proposed Effort: The offeror shall provide a detailed discussion of the degree to which asserted data rights restrictions, as well as any proposed option(s) for additional data rights, affect the proposed technical solutions and the Government's ability to use, modify, reproduce, release, perform, display, or disclose the resulting technical data and computer software for Government purposes as defined in DFARS 252.227-7013(a)(12), Rights in Technical Data–Rights in Other Than Commercial Products and Commercial Services, and DFARS 252.227-7014(a)(11), Rights in Other Than Commercial Computer Software and Other Than Commercial Computer Software Documentation, Alternate I.

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