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United States Air Force Reserve

UNCLASSIFIED

I n t e g r i t y – S e r v i c e - E x c e l l e n c e

FA670323R0001

Base Operations Support (BOS)

Services Site Visit

Contracting Officer: Patrina Sheffield Program Manager: Will Mallory Jr.

18 April 2023

As of: UNCLASSIFIED

Introduction Procurement Technical Assistance Center (PTAC) PCO Statement Current contract Overview New Contract Overview Solicitation Overview Evaluation of Proposals Questions

Overview

18 April 2023 2

NAME Duty Position Organization Colonel Dion Flynn Commander 94th Mission Support Group Mr. William Mallory Jr. Program Manager 94th Mission Support Group Mr. Thomas J. Milloy Chief of Contracting Office 94th Contracting Flight Ms. Patrina Sheffield Procuring Contracting Officer 94th Contracting Flight Mr. Dennis Parmer Contract Specialist 94th Contracting Flight Ms. Keyonis Shack Contract Specialist 94th Contracting Flight

Introductions

PWS TABs Contracting Officer Representatives (CORs) Accountable Officers (Aos)

B, Materiel Management Mr. John Trudeau

Mr. C. Chad Beaver G, Fuels Management

C, Vehicle Management & Ground Transportation SrA Christina Destephano D, Traffic Management

F, Real Property Maintenance Mr. Louis Giardina Mr. J Campos

Introductions: Acquisition Team

Procurement Technical Assistance Center APEX Accelerators

Ms. Jennifer White Procurement & Certified Verification Counselor Apex Accelerator Jennifer.White@innovate.gatech.edu

518 April 2023

GA TECH APEX ACCELERATOR

PROGRAM OVERVIEW

DOBBINS AIR RESERVE BASE

APRIL 2023

Today’s Apex Accelerator Instructor??

Jennifer White

4/17/2023GA Tech APEX Accelerator

Procurement & Certified Verification Counselor

Apex Accelerator Jennifer.white@innovate.gatech.edu

Procurement & Certified Verification Counselor

Apex Accelerator Jennifer.white@innovate.gatech.edu mailto:nancy.Cleveland@innovate.gatech.edu mailto:nancy.Cleveland@innovate.gatech.edu

ESTABLISHMENT

• 1985 DoD Authorization Act

• 90+ PTACs across the nation including the District of Columbia, Puerto Rico and Guam

• PTACs specialize in assistance to small businesses, government start-ups and federally recognized Indian Tribes, Alaskan and Hawaiian Native entities

PURPOSE/FUNDING

• Help expand businesses pursue and perform under government contracts – federal, state and local

• Administered by Defense Logistics Agency via the NDAA

• Funded in part through a cooperative agreement with the DOD and GA Tech Enterprise Innovation Institute (EI²).

APEX Accelerators, formerly known as Procurement Technical Assistance Program

4/17/2023 GA Tech APEX Accelerator

APEX ACCELERATORS VISION/MISSION

• The program formerly changed hands from the DOD Defense Logistic Agency (DLA) to the DOD Dept. Office of Small Business Programs (OBSP) October 2022

• The vision of the program is to establish a “diverse and resilient defense industrial base that can deliver preeminent solutions to the military and other government users”

• The mission is to “serve as the axis for existing and new business to strengthen the defense industrial base by accelerating innovation, fostering ingenuity, and establishing resilient and diverse supply chains”

• The program still exists to assist businesses with local and state government contracting

GA TECH APEX ACCELERATOR

Georgia Tech APEX Accelerator is a statewide program; (8) centers-locations; seven (7) Procurement Counselors serving the entire State of Georgia. We have over 2,ooo active clients in our database. To find your local center, go to our team directory: https://gtpac.org/team-directory/

CENTER LOCATIONS

• Albany • Atlanta• Augusta

• Carrollton • Columbus

• Gainesville

• Savannah

• Warner Robins https://gtpac.org/team-directory/

GA TECH APEX ACCELERATOR-What We Do?

Georgia businesses identify, compete for, and win government contracts. Our assistance comes in the forms of teaching, mentoring, and coaching. Our services are available at no cost to any Georgia business, large or small, that possesses the interest and potential to perform work — as a prime contractor or a subcontractor

— for defense, federal, state, or local government.

❑We help businesses navigate the government procurement processes to become procurement ready in the government industrial base (GIB) and in the defense industrial base (DIB).

❑ Our services include training; one-on-one counseling; computerized bid matching services;

and tools to help businesses.

- Georgia Firms, go to www.gtpac.org

- Out of State Firms, go to https://www.aptac-us.org/contracting-assistance/ http://www.gtpac.org/ https://www.aptac-us.org/contracting-assistance/

GA TECH APEX ACCELERATOR-Training Topics

Introduction to Government Contracting Fundamentals of Navigating SAM/Working with the Government

Selling to the Military/Wide Area Workflow Invoicing System

Preparing Successful Bids and Proposals

DOD Mentor Protégé Program Cost and Price Proposal Preparation Preparing for the Veteran Small Business Certification

Preparing for Small Business Certifications

Understanding the Federal Acquisition Regulations

Subcontracting with Large Primes/Teaming Agreements

Government Market Research Strategies Cybersecurity 101 for Contractors Government Certification Preparation Working with Small Business Specialists Marketing to State and Local Governments Contract Data Mining: Searching for

Government Opportunities

GA TECH APEX ACCELERATOR-Resource Partners

GA TECH ENTERPRISE INNOVATION INSTITUTE

• The Enterprise Innovation Institute is Georgia Tech’s economic development arm, comprised of more than a dozen programs. It’s the largest and most comprehensive university-based program of its kind in the United States. Its core focus areas include entrepreneurship and startup development, business and industry growth, ecosystem development, and international outreach.

• In 2022, Enterprise Innovation Institute programs worked with 15,785 clients to create or save 13,891 jobs and secure $2.4 billion in capital investments.

• Helped generate an economic impact return of $422.55 for every dollar received from state appropriations in 2022.

GA TECH ENTERPRISE INNOVATION INSTITUTE

Advanced Technology Development Center (ATDC)

GA Manufacturing Extension Partnership

(GAMEP)

Minority Business Development Agency

(MBDA)

Partnership for Inclusion Innovation

GA Artificial Intelligence Manufacturing Economic Development Lab Safety, Healthy, Environmental Services

(SHES)

GA Tech EI2 Global

GA Tech Venture Labs Southeastern Trade Adjustment Assistance Center

FEATURES

• Receive customized government contract opportunities

• Notice of upcoming government events

• Class and/or individual training opportunities

• Resource partner assistance and support

• Specific guidance for your company’s government line of business

BENEFITS

• Save businesses time and money understanding the government marketplace

• Best practices for connecting with government decision makers and prime contractors

• Accelerates government business development-preparing for DIB and GIB readiness

GA TECH APEX ACCELERATOR FEATURES/BENEFITS

4/17/2023 GA Tech APEX Accelerator

GA TECH APEX ACCELERATOR TERMS AND CONDITIONS

Respond to our requests quarterly surveys about your company’s success, assessment of the program, level of service bids and your WINS!!!

Respond to our annual quality of service survey

How Can You Obtain a GA Tech Apex Accelerator Client Application?

UNCLASSIFIED 4/17/2023GA Tech APEX Accelerator

GOVERNMENT CONTRACT OPPORTUNITIES

https://sam.gov/content/home https://www.acquisition.gov/procurement-forecasts https://www.transportation.gov/osdbu/procurementforecast/summary/2021 https://sam.gov/content/about/external-resources https://web.sba.gov/pro-net/search/dsp_dsbs.cfm https://isearch.outreachsystems.com// https://www.acquisition.gov/procurement-forecasts https://www.transportation.gov/osdbu/procurement%02forecast/summary/2021 https://www.transportation.gov/osdbu/procurement%02forecast/summary/2021 https://web.sba.gov/pro-net/search/dsp_dsbs.cfm https://isearch.outreachsystems.com/

UNCLASSIFIED 4/17/2023GA Tech APEX Accelerator

Contracting Point of Contacts Procuring Contracting Officer Patrina Sheffield, 94 CONF/P Contracting Specialist Dennis Parmer

Keyonis Shack

The Procuring Contracting Officer (PCO) is the only person who can bind the Government, enter into a contract for this acquisition.

Address any questions, concerns, or requests for clarification pertaining to the RFP, or any of its attachments to the Contract Specialist (CS) and courtesy copy the PCO.

PCO Statement

FA670322C0006, Base Operation Support (BOS) Services Awarded 27 May 2022 Pegasus Support Services, LLC

Contract Length Base Year: 9-months Option Year One: 3-month extension

Firm Fixed Price with Labor Hour & Cost Reimbursable CLINs Total Cost:

Current Contract Overview

Single Contract, Non-Commercial, Firm-Fixed Price Indefinite Delivery Indefinite Quantity

Service Disabled Veteran Owned Small Business Scope: The Contractor shall provide all personnel, supervision, equipment, tools, materials, supplies, test equipment, and other items and services necessary to accomplish the following services located at Dobbins Air Reserve Base (ARB), GA as defined in the Performance Work Statement (PWS):

Materiel Management Vehicle Management & Ground Transportation Traffic Management Real Property Maintenance Fuels Management

New Contract Overview

Changes from previous contract Excludes Transient Alert Services Excludes Airfield Management Services Excludes Labor Hour CLINs Excludes Over-and-Above CLINs for Tabs B, C, D, & G

Incorporates Firm-Fixed Price Incorporates Time-and-Material CLINs

New Contract Overview con’t

Anticipated Period of Performance Phase-In Period: 1 October 2023 – 30 November 2023 Base Year: 1 December 2023 – 30 November 2024 Option Year One: 1 December 2024 – 30 November 2025 Option Year Two: 1 December 2025 – 30 November 2026 Option Year Three: 1 December 2026 – 30 November 2027 Option year Four: 1 December 2027 – 30 November 2028 Option Year Five: 1 December 2028 – 31 May 2029 Phase-Out Period: Last 2-months of the Performance period

New Contract Overview con’t

Proposals are based on the Official Release of FA670323R0001 and not any information prior to release Attachment 11 are documents not releasable to the Public Identified as Controlled in SAM.gov Must request access via SAM.gov

May have to identify yourself as Interested Vendor on SAM.gov Access is granted if the DD2345 is identified as Active in the Joint

Certification Program https://www.dla.mil/Logistics-Operations/Services/JCP/ JCP-ADMIN@DLA.mil NOTE: JCP is unable to process requests until early May as they are upgrading their system Additional information yet to come – see SAM.gov for further details

Solicitation Overview

Acceptance Period – Minimum of 180-calendar days from date of receipt of offers

Amendments – Offerors shall acknowledge receipt of any amendment by providing signed copies of the amendments(s) as part of the Offeror’s proposal

Proposal Submission Proposals shall be submitted electronically via Procurement Integrated

Environmental Enterprise (PIEE) Solicitation Module An amendment will identify that you must provide your Cage Code to the

Government POCs by a specific timeframe in order to submit your proposal In order to submit your proposal, you must be registered in PIEE as a Proposal

Manager. See the attachment PIEE Solicitation Module Vendor Access Instructions

Solicitation Overview con’t

Best Value Tradeoff process IAW 15.101-1 using Performance Price Tradeoff Source Selection Rank all proposals from Low to High Review the first five (5) low price and determine

Price – Completed, Fair & Reasonable, Balanced & Realistic (if necessary) Technical – Acceptable Past Performance – Substantially Confident

Government reserves the right to review all proposals until a proposal receives a rating “Substantial Confidence” and if none receives a rating of “Substantial Confidence”, then award based on integrated assessment.

Evaluation of Proposals

All questions submitted in writing via email sent to patrina.sheffield@us.af.mil keyonis.shack@us.af.mil dennis.parmer.1@us.af.mil

If you do not receive an acknowledgement of receiving your email, we may not have received your email. Recommend contact Government POC via telecom validate receipt

Questions

APEX Accelerator-DobbinsAFB.pdf

Slide Number 1

Slide Number 2

APEX Accelerators, formerly known as Procurement Technical Assistance Program

APEX ACCELERATORS VISION/MISSION

GA TECH APEX ACCELERATOR

GA TECH APEX ACCELERATOR-What We Do?

GA TECH APEX ACCELERATOR-Training Topics

GA TECH APEX ACCELERATOR-Resource Partners

GA TECH ENTERPRISE INNOVATION INSTITUTE

GA TECH ENTERPRISE INNOVATION INSTITUTE

GA TECH APEX ACCELERATOR FEATURES/BENEFITS

GA TECH APEX ACCELERATOR TERMS AND CONDITIONS

How Can You Obtain a GA Tech Apex Accelerator Client Application?

Slide Number 14

GOVERNMENT CONTRACT OPPORTUNITIES

Slide Number 16

Specific Instructions for filling out form

DD FORM 2345

MILITARILY CRITICAL TECHNICAL DATA AGREEMENT

TABLE OF CONTENTS

• BLOCK 1 – Type of Submission

• BLOCK 2 – Entity or Individual Data

• BLOCK 3 – Data Custodian Information

• BLOCK 4 – Description of Relevant Business Activity – U.S.

• BLOCK 4 – Description of Relevant Business Activity - Canadian

• BLOCK 5 – Citizenship/Residency Status/Contractor Acknowledgement

• BLOCK 6 – Contractor Certification

• BLOCK 7/8/9 – JCP Use Only

• DoD Training Requirement/ Supporting Documentation

• DDTC/Export License Documentation

• Submitting the DD Form 2345

DD FORM 2345

Purpose of Agreement and Specific Instructions

Certification is required per DoDD 5230.25 if you need to handle/access DoD/DND unclassified export controlled technical information for the following purposes:

1. DoD solicitations that involve access to export-controlled technical information

2. Conference/meeting attendance where export-controlled information will be shared

3. U.S. Export-controlled technical information exchange between vendors

4. Obtain Request for Proposal (RFP) details involving export-controlled information

5. DoD Research/Development projects involving export-controlled information

6. To participate in a Directly Arranged Visit (DAV) (Canada to U.S. or U.S. to Canada)

Requirements Prior to Submitting a JCP Application

1. You must have a DUNS number SAM Webform : Home (dnb.com)

2. You must be registered in SAM https://sam.gov/content/home

3. You must have an active Cage Code and all information current https://cage.dla.mil/

4. You must be a Canadian or U.S. owned company

5. The Data Custodian must be a Canadian or U.S. citizen

6. You must complete Proper Handling of Export Controlled Technical Data training https://www.dla.mil/HQ/LogisticsOperations/EnhancedValidation/

7. You must complete NIST assessment in SPRS Supplier Performance Risk System (disa.mil)

BLOCK 1 - TYPE OF SUBMISSION (CHECK ONLY ONE BOX)

BE ADVISED: Blocks 1 through 3 and 5 through 9 are the same for U.S. and Canadian vendors, except as noted. Block 4 is different for U.S. and Canadian Vendors as indicated in the instructions herein.

• INITIAL SUBMISSION:

• Check if this is the first-time request for certification under the JCP.

• REVISION:

• Check if you are revising any information on an active application, to show revised information, such as:

- Name of the Entity (Block 2a)

- Address (Block 2b)

- CAGE/NCAGE Code (Block 2d)

- Data Custodian (Block 3a)

- Phone (Block 3b)

- Data Custodian Email (Block 3d)

- Relevant Business Activity (Block 4)

- Contractor Certification (Blocks 6a-6d)

NOTE: When there are any changes to your entity's status or data during the certification period, you must notify the JCP Office, by submitting a REVISION to your DD Form 2345, along with supporting documentation.

BE ADVISED: Any time there is a change of the data custodian (Block 3a), then the "Introduction to Proper Handling of DoD Export-Controlled Technical Data", training must be completed by the new data custodian.

https://fedgov.dnb.com/webform/ https://cage.dla.mil/ https://www.dla.mil/HQ/LogisticsOperations/EnhancedValidation/ https://www.sprs.csd.disa.mil/

• FIVE-YEAR RENEWAL:

• Check this box only if the company’s 5-year certification is going to expire or has expired.

• Renewal requests may be submitted up to 120 days prior to certification expiration.

Back to Table of Contents

BLOCK 2 – ENTITY or INDIVIDUAL DATA

• Block 2a [NAME] (MANDATORY)

• This must match exactly as recorded in the CAGE/NCAGE database, and on any supporting documentation you will be providing with your completed form.

• CAGE verification Link (for U.S. companies): may be done at: https://cage.dla.mil

• NCAGE verification Link (for Canadian entities) may be done at:

https://eportal.nspa.nato.int/AC135Public/scage/CageList.aspx

▪ For Entities: enter the full legal business name or institution name.

▪ For an Individual: enter your full name as it appears on your documentation.

• Block 2b [ADDRESS] (MANDATORY)

• The address entered must be the physical address of the company and has to match what is in CAGE.

• The address must match exactly your entity’s address as recorded in CAGE/NCAGE database (See links above).

▪ A P.O. Box cannot be used as a physical address

▪ If used for mailing purposes, enter the mailing address separately, in Block 2b

• Submit only one DD Form 2345 per CAGE CODE physical address

• Block 2c. Leave blank (UNLESS):

• You are a university, college or higher learning institution applying for DOD export controlled technical information access for research/development purposes. This office must be the “Office of Research and Grants”, or the equivalent office at the university, college or higher learning institution that performs this function.

• Block 2d. [CAGE CODE] (MANDATORY)

• Enter your entity’s CAGE / NCAGE Code associated with your location. CAGE website:

https://cage.dla.mil/search

• Your CAGE Code must reflect an active status on the CAGE website prior to JCP submission

• The JCP Certification covers all employees working at the CAGE Code location - Company must have a DUNS number: DUNS Link:

https://www.dandb.com/product/companyupdate/companyupdateLogin?execution=e1s1

• Any Canadian applicant intending to do business with the U.S. Federal Government must have a DUNS number https://cage.dla.mil/ https://eportal.nspa.nato.int/AC135Public/scage/CageList.aspx https://www.dandb.com/product/companyupdate/companyupdateLogin?execution=e1s1

• U.S. JCP applicants must have a current registration in System for Award Management (SAM) prior to JCP submission. Any Canadian applicant intending to do business with the U.S. Federal Government must also be registered in SAM

▪ Please to log into SAM and review your registration information. SAM Link:

https://sam.gov/

▪ Entities are responsible for ensuring that their information is current and correct in SAM and must routinely review such information for accuracy.

BLOCK 3 – DATA CUSTODIAN or current EXPORT CONTROL SECURITY MANAGER

Entities or individuals applying for certification must designate one (1) person by name to act as the Data Custodian or the current Export Control Security Manager for the entity.

There can be only one Data Custodian per physical location CAGE Code.

This person who will be the sole individual responsible for downloading, receiving, disseminating, or sharing any DoD unclassified export controlled technical information to qualified (certified) U.S. or Canadian contractors under the provisions of the DoD export control law.

• Block 3a [NAME] (MANDATORY)

• This must be the name of the Data Custodian

• Block 3b [TELEPHONE NUMBER] (MANDATORY)

• This must be a complete phone number where the Data Custodian can be reached.

• Block 3c [TITLE] (MANDATORY)

• This must be the title for the Data Custodian listed in Block 3a. (A Canadian Citizen may not be a U.S. vendor’s Data Custodian, nor may a U.S. Citizen be a Canadian vendor’s Data Custodian)

• Block 3d [EMAIL] (MANDATORY)

• This must be the email address of the individual in Block 3a where the Data Custodian will receive DOD unclassified controlled technical information and will be responsible for its further dissemination.

• Block 3.1.a [NAME] (NOT MANDATORY)

• Put NA in this block is there is no name of the Alternate Data Custodian.

• Block 3.1.b [TELEPHONE NUMBER] (MANDATORY if 3.1.a is filled out)

• This must be a complete phone number if there is an alternate Data Custodian.

• Block 3.1.c [TITLE] (MANDATORY if 3.1.a is filled out)

• This must be the title for the alternate Data Custodian listed in Block 3.1.a. (A Canadian Citizen may not be a U.S. vendor’s Alternate Data Custodian, nor may a U.S. Citizen be a Canadian vendor’s Alternate Data Custodian)

• Block 3.1.d [EMAIL] (MANDATORY if 3/1/a is filled out)

• This must be the email address of the individual in Block 3a where the Alternate Data Custodian will receive DOD unclassified controlled technical information and will be responsible for its further dissemination .Back to Table of Contents

BLOCK 4 – U.S. DESCRIPTION OF RELEVANT BUSINESS ACTIVITY (CANADA TO FOLLOW)

You must provide a CONCISE response to the items listed below. This will assist the U.S. or Canadian Government agency controlling the information in determining whether the DOD unclassified export controlled technical information you request is relevant to your stated business activity.

Include the following information in your resubmission:

(NOTE: Failure to provide this information may result in your JCP application being delayed or denied.)

Specifically address the following areas:

1. Indicate if you are a Prime Contractor or a Sub-Contractor (If applicable)

• Example: We are a Prime Contractor

2. If a Sub, we will need the Prime’s CAGE Code who holds a JCP certification

• Example: We are a Sub-Contractor to XXXXXXXXXXXXXX (CAGE#####)

• Example: We are either a Prime Contractor or Sub Contractor.

3. Describe what you do: (i.e.: I am a manufacturer, distributor, data broker, consultant, other)

• Example: We are a manufacturer, we are a distributor, I am a data broker, I am a consultant, we are a

University, (If other – please specify). The DD2345 answer must match with what is in SAM.

4. Describe what type(s) of equipment/material/service do you manufacture/provide:

Include commodity, NAICS (North American Industry Classification System) or associated FSC (Federal Supply Class) if known.

• Examples:

• We manufacture widgets related to NAICS ####### (XXXXXXXXXX)

• We provide widgets related to NAICS ####### (XXXXXXXXXXX)

• We provide widget services related to NAICS ####### (XXXXXXXX)

• We are a public research university, that is DOD funded (Grant #) to conduct research on widgets.

NOTE: You do not need to list ALL NAICS’s or FSC’s.

5. If you are a Non-manufacturer, please provide the CAGE and company name(s) of the manufacturer(s) that produces your product.

6. Is your equipment/material/service related to the United States Munitions List (USML) or Commerce Control List (CCL)?

If yes, state what category.

See United States Munitions List (USML) for list of categories https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121

See Commercial Control List (CCL) for list of categories https://www.bis.doc.gov/index.php/regulations/commerce-control-list-ccl

• Yes, our (equipment/material/service) is related to USML – Category (##)

• Yes, our (equipment/material/service) is related to CCL – Category (##)

• No, our (equipment/material/service) is not related to USML

• No, our (equipment/material/service) is not related to CCL https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121 https://www.bis.doc.gov/index.php/regulations/commerce-control-list-ccl

• No, our (equipment/material/service) is not related to USML or CCL

7. Are you registered with DDTC?

If you provide or handle USML items you are required to register with Directorate of Defense Trade Controls (DDTC) per the ITAR.

If yes, state so and provide documentation in your submission. (Check link above for applicability)

If No, explain why not.

• Example: Yes, we have attached a copy of our DDTC registration letter.

• Example: No, we are not registered with Directorate of Defense Trade Controls.

Contact Department of State information regarding International Traffic in Arms Regulations (ITAR):

URL: https://www.pmddtc.state.gov/

8. Do you possess an Export Control License?

If yes, please state so and provide documentation in your resubmission.

If No, state why not

• Example: Yes, we have attached a copy of our current Export Control License

• Example: No, we do not have an Export Control License as we do not export our product to foreign entities

9. State your purpose for a JCP certification for Export Control access:

(Bid on DOD solicitations, exchange of data, conference attendance, research and development, other?)

• We wish to Bid on DOD Solicitations with export controlled technical information packages.

• We need to exchange export controlled technical information with a XYZ Corp who is a JCP certified entity,

• We wish to attend conferences/workshops/symposiums where export controlled technical information is shared,

• We are required to perform DOD research and development on the XYZ project, grant #000000 (if other – please specify)

• We plan to attend the Widget Conference on April 1, 2025 where export controlled technical information will be discussed/shared

10. State specifically what system you require access to:

(SAM.gov, DIBBS, DTIC other, none?) If DIBBS, provide your USER ID.

• We require access to SAM.gov (Act No. ########) https://sam.gov/

• We do not require system access (or if something else – please specify)

11. Indicate who is requiring you to obtain a JCP Certification (Prime, Subprime, Govt.

Contract Specialist, Conference, etc.)

• Example: JCP Certification required by XXXXXXXXXXXX, POC: XXXXXXXXXX, Phone: ########, Email: XXXXXXXXXX.

NOTE: This is not the entity applying for certification. If you have no Government Agency requestor, please state so https://www.pmddtc.state.gov/

EXAMPLE OF BLOCK 4 ITEMS 1–11 modify as needed

We are a Prime Contractor. We manufacture items for the DOD related to NAICS #######. Yes, our

(equipment/material/service) is related to USML–Category (##). Yes, we have enclosed a copy of our DDTC registration letter with our submission. Yes, we have attached a copy of our current Export Control License. We wish to Bid on DOD solicitations, or We need to exchange data with a JCP certified entity or We wish to attend

DoD conferences / workshops / symposiums that discuss export controlled technical information, We need access to SAM.gov. JCP Certification is required by (List Government Agency, Point of Contact, Phone, and Email address)

EXAMPLE OF BLOCK 4 ITEMS 1 – 4 for University entity:

We are neither a Prime Contractor nor Sub Contractor. We are a public research university to participate in research through a federally funded grant program (List Program/Project Name, Grant #XXXXXX, POC).

NOTE: Items 5–11 will depend on the University and can be chosen from the list of examples (modify as needed).

All information must fit into the space provided in Block 4 on the form, attachments concerning Block 4 are not allowed.

BLOCK 4 – CANADIAN DESCRIPTION OF RELEVANT BUSINESS ACTIVITY

Specifically address the following areas:

1. Indicate if you are a Prime Contractor or a Sub-Contractor (If applicable)

• Example: We are a Prime Contractor. We are a Sub-Contractor

2. Describe what you do: (i.e.: I am a manufacturer, distributor, data broker, consultant, other)

• Example: We are a manufacturer, we are a distributor, I am a data broker, I am a consultant, we are a University, (If other – please specify)

3. Describe what type(s) of equipment/material/service do you manufacture/provide:

(Include commodity, NAICS (North American Industry Classification System) or associated FSC (Federal Supply Class) if known).

• We manufacture widgets related to NAICS ####### (XXXXXXXXXX)

• We provide widgets related to NAICS ####### (XXXXXXXXXXX)

• We provide widget services related to NAICS ####### (XXXXXXXX)

• We are a public research university, that is DOD funded (Grant #) to conduct research on widgets.

NOTE: You do not need to list ALL NAICS’s or FSC’s.

4. Canadian Vendors Only: (N/A for U.S. Vendors)

If a Canadian vendor are you registered with the Canadian Controlled Goods Program CCGP)?

If yes, state so and provide registration number.

• Example: Yes, we are registered with CCGP registration #####

5. Is your equipment/material/service related to the United States Munitions List (USML) or

If yes, state what category.

See United States Munitions List (USML) for list of categories https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121

• Yes, our (equipment/material/service) is related to USML – Category (##)

• Yes, our (equipment/material/service) is related to CCL – Category (##)

• No, our (equipment/material/service) is not related to USML

• No, our (equipment/material/service) is not related to CCL

• No, our (equipment/material/service) is not related to USML or CCL

6. Do you possess a U.S. Export Control License?

If yes, please state so and provide documentation in your resubmission.

7. State your purpose for JCP Certification for Export Control access:

(Bid on DOD solicitations, exchange of data, conference attendance, research and development, other?)

• We wish to Bid on DOD Solicitations with export controlled technical information packages

• We need to exchange export controlled technical information with a XYZ Corp who is a JCP certified entity

• We wish to attend conferences/workshops/symposiums where export controlled technical information is shared

• We are required to perform DOD research and development on the XYZ project, grant #000000

(if other – please specify)

• We plan to attend the Widget Conference on April 1, 2025 where export controlled technical information will be discussed/shared

8. State specifically what system you require access to:

(SAM.gov, DIBBS, DTIC other, none?) If DIBBS, provide your USER ID.

• We require access to SAM.gov (Act No. ########) https://sam.gov/

• We do not require system access (or if something else – please specify)

9. Indicate who is requiring you to obtain a JCP Certification (Prime, Subprime, Govt.

Contract Specialist, Conference, etc.).

• Example: JCP Certification required by XXXXXXXXXXXX, POC: XXXXXXXXXX, Phone: ########, Email: XXXXXXXXXX.

NOTE: This is not the entity applying for certification. If you have no Government Agency requestor, please state so

NOTICE: Proprietary, Personal, or other Entity Sensitive information shall not be included in this statement https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121

BLOCK 5 – CONTRACTOR CITIZENSHIP/RESIDENCY STATUS (for all applicants)

AS A CONDITION OF RECEIVING DEPARTMENT OF NATIONAL DEFENSE (DND) OR

DEPARTMENT OF DEFENSE (DOD) UNCLASSIFIED CONTROLLED TECHNICAL

INFORMATION, THE ENTITY CERTIFIES THAT:

• Block 5a - MARK EITHER: (MANDATORY)

• UNITED STATES

• CANADA

▪ The individual named in Block 3a, may be either a Canadian or a U.S. citizen or a person admitted lawfully for permanent residence into Canada.

▪ If the location of the entity is in the U.S., the individual named in Block 3 must be a U.S.

citizen or a person admitted lawfully for permanent residence if the facility is located in the U.S

▪ A Canadian citizen may not be a U.S. vendor’s Data Custodian, nor may a U.S.

citizen be a Canadian vendor’s Data Custodian.

• Block 5b

• The contractor agrees to use the information only in ways permitted by DoD Directive 5230.25 or the Technical Data Control Regulations (TDCR). The contractor must certify that it needs the technical information to bid on or perform a contract with an agency of the U.S. or Canadian Government or for other legitimate business purposes.

• Block 5c

• They acknowledge their responsibility under all applicable export control laws and regulations both in Canada and in the U.S. and will not violate said laws or regulations. If an enterprise or individual violates the provisions of the agreement, the enterprise or individual's eligibility for access to DOD unclassified controlled technical information could be revoked. If an enterprise or individual exports the technical information without the benefit of license or other authorization, it may be in violation of export control laws and subject to severe civil and criminal penalties. A contractor violating the provisions of the agreement may be subject to administrative action by the contracting authority.

• Block 5d

• Access to DOD unclassified controlled technical information will only be provided to their employees or eligible persons. The contractor must agree not to publicly disclose any unclassified technical information it receives under the agreement, unless specifically authorized by the controlling office, and to limit access to the data to individuals employed at its facility that meet U.S./Canadian citizenship requirements:

• Block 5e

• They must ensure that no employees or eligible persons with access to the DOD unclassified controlled technical information have been debarred, suspended or are otherwise ineligible to perform on Canadian or U.S. government contracts or have violated Canadian or U.S. export control laws and regulations.

• Block 5f

• They are also certifying that their organization is not presently or has not in the past, been debarred, suspended or otherwise ineligible from performing on Canadian or U.S. Government contracts or that they have not violated or contravened any Canadian or U.S. export control laws or regulations.

BLOCK 6 – CONTRACTOR CERTIFICATION

• Block 6a – [TYPED NAME] (MANDATORY)

• Type or print the individual’s name who is authorized to commit the enterprise to a legal contract

• Block 6b [TITLE] (MANDATORY)

• Type or print the individual’s title identified in Block 6a

• For Universities - this title must clearly show this individual's relationship to the Office of Research and Grants, or the office at the university, college or higher learning institution that performs this function.

• Block 6c [SIGNATURE] (MANDATORY)

• The handwritten signature of the individual indicated in Block 6a, who can legally obligate the entity to a contract must sign.

• Stamped or Digital signatures are currently NOT acceptable.

• This individual is legally bound to abide by all terms and conditions listed in Blocks 5a-5f.

• Block 6d [DATE] (MANDATORY)

• Type or print the date the form was signed.

BLOCK 7 – CERTIFICATION ACTION

• Block 7a - For Joint Certification Program Office (JCO) use only.

• Block 7b - For Joint Certification Program Office (JCO) use only.

• Block 7c - For Joint Certification Program Office (JCO) use only.

BLOCK 8 - DOD Official

• For Joint Certification Program Office (JCO) use only.

BLOCK 9 - CANADIAN Official

• For Joint Certification Program Office (JCO) use only.

DATA CUSTODIAN TRAINING REQUIREMENT

The Joint Certification Program Office Head Quarters Defense Logistics Agency now requires Export Control Compliance training as part of the enhanced procedures for entities who intend to handle export controlled technical information.

This training is a mandatory prerequisite when obtaining JCP Certification prior to export controlled technical information package access to:

• Department of Defense (DOD) solicitations with export controlled technical information access

• Conference attendance with export controlled technical information sharing or discussions

• Symposiums participation with export controlled technical information sharing or discussions

• Obtaining Request for Proposal (RFP) with export controlled technical information access

• White paper submissions

• Directly Arranged Visits (DAV) etc.

• This training course is located on the JCP Website at:

https://www.dla.mil/HQ/LogisticsOperations/Services/JCP/, then by clicking Links/Resources and selecting DLA Requirements. Within the information, the link “DLA Introduction to Proper Handling of DoD Export-Controlled Technical Data Training" will launch the training.

• Or at the following link:

https://www.dla.mil/Portals/104/Documents/J3LogisticOperations/EnhancedValidation/J3_expctrltrainin g_191004.pdf

• Once the Data Custodian has reviewed and understood, they should fill out and print 'Certification Statement of Export Control Compliance', sign and scan to a .pdf file. Please ensure the proper box is checked in item # 4 (citizenship)

SUPPORTING DOCUMENTATION REQUIREMENT

Supporting documentation proving the legitimacy of the entity is no longer required for U.S. companies but is still required for Canadian companies. However, if a U.S. Company has an Export Controlled License please submit that along with the DD2345 submission

You will need to provide documentation proving the company is a registered business entity with a government agency.

The supporting documentation must have the entity name on the documentation as well as the name of the issuing state / province, county, or city.

W-9 FORMS are not acceptable as supporting documentation.

NOTE: Please do not send anything which contains personal information, such as a social security, passport, or bank account number, etc.

• Examples of proper supporting documentation would include one of the following:

• Sales tax license

• Business license

• Filed articles of incorporation (with date stamp or including a letter noting the articles are on file at the state) https://www.dla.mil/HQ/LogisticsOperations/Services/JCP/ https://www.dla.mil/Portals/104/Documents/J3LogisticOperations/EnhancedValidation/J3_expctrltraining_191004.pdf https://www.dla.mil/Portals/104/Documents/J3LogisticOperations/EnhancedValidation/J3_expctrltraining_191004.pdf

DDTC/EXPORT LICENSE DOCUMENTATION

In accordance with 22 CFR §120-130, International Traffic in Arms Regulations, technical information available under the Joint Certification Program (JCP) may qualify as export controlled.

Under 22 CFR § 121.1, United States Munition List, some entities who manufacture or export defense articles or services, which may include associated technical information, you are required to register with the Directorate of Defense Trade Controls (DDTC).

Accordingly, Is your equipment/material/service related to the United States Munitions List (USML) or

If ‘Yes’, state what category in your resubmission.

Are you registered with Directorate of Defense Trade Controls (DDTC)?

If ‘Yes’, state so and provide registration code and expiration date in your submission.

Do you possess an Export Control License?

If ‘Yes’, please state so and provide documentation or license number and expiration date in your submission.

Providing this information will assist the Joint Certification Office in processing your DD Form 2345.

Additionally, once JCP certified, this information will assist in identifying, for the controlling DOD office, what technical information is accessible under your JCP Certification.

Department of State:

https://www.pmddtc.state.gov/?id=ddtc_public_portal_home page

The United States Munitions List (§121.1):

In this part, articles, services, and related technical data are designated as defense articles or defense services pursuant to sections 38 and 47(7) of the Arms Export Control Act and constitute the U.S.

Munitions List (USML) https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121

SUBMITTING THE DD FORM 2345

Once you have all of the appropriate supporting business/training document(s) please EMAIL the package with a new or revised DD Form2345, with an original signature and the current date.

We are no longer accepting hard copy documents mailed via USPS, FedEx, or UPS.

Steps for emailing:

1. Complete the attached, fillable DD Form 2345. (Blocks 1 – Block 6b)

2. Save the form and print it.

3. Wet sign and Date the DD Form 2345. (Blocks 6c and 6d)

4. Scan the form and save form as a .pdf

5. Attach the DD Form 2345 .pdf file with your supporting documentation/ training completion certificate in an email

6. For expedited service, please send your email/submission to:

JCP-ADMIN@DLA.MIL and insert your CAGE and indicate New or Renewal on the subject line https://www.pmddtc.state.gov/?id=ddtc_public_portal_home%20page https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=&SID=70e390c181ea17f847fa696c47e3140a&mc=true&r=PART&n=pt22.1.121 mailto:JCP-ADMIN@DLA.MIL

ONCE APPROVED

The person listed as the Data Custodian will receive the electronic copy of your form signed by the Canadian and U.S. representatives and bearing your certification number and a copy of the Approval Letter.

Unless specifically annotated in Block 7C, certification is valid for five years, unless otherwise specified.

PREVIOUS EDITION IS OBSOLETE.

DD FORM 2345, OCT 2022

For use with the Joint Certification Program

(Read the Agency Disclosure Notice and Instructions on the back before completing this form.)

OMB No. 0704-0207 OMB approval expires 20250731

1. TYPE OF SUBMISSION (X one) a. INITIAL b. REVISION c. RENEWAL

2. ENTITY OR INDIVIDUAL DATA (Referred to as a ‘Certified Contractor’ upon approval by the Joint Certification Program Office)

a. NAME OF ENTITY OR SOLE PROPRIETOR (must match CAGE registry)

c. NAME (For Use by UNIVERSITY, COLLEGE, or HIGHER LEARNING INSTITUTION Only)

d. CAGE CODE (Mandatory)

b. ADDRESS (Physical Address of CAGE, including P.O. if applicable)

3. DATA CUSTODIAN (Primary)

a. NAME (First, Initial, Last):

b. TELEPHONE NUMBER (Direct line):

c. OFFICIAL TITLE:

d. BUSINESS EMAIL ADDRESS:

3.1. DATA CUSTODIAN (Alternate)

a. NAME (First, Initial, Last):

b. TELEPHONE NUMBER (Direct line):

c. OFFICIAL TITLE:

d. BUSINESS EMAIL ADDRESS:

4. DESCRIPTION OF RELEVANT BUSINESS ACTIVITY

5. AS A CONDITION OF RECEIVING MILITARY CRITICAL TECHNICAL DATA, THE ENTITY AND/OR INDIVIDUAL CERTIFIES THAT:

a. They acknowledge all responsibilities under applicable U.S. export control laws and regulations (including the obligation, under certain circumstances, to obtain an export license from the U.S. Government prior to the release of military critical technical data within the United States) or applicable Canadian export control laws and regulations, and agree not to disseminate militarily critical technical data in a manner that would violate applicable U.S. or Canadian export control laws and regulations.

b. The data is required to bid or perform on a contract with any agency of the U.S.

Government or the Canadian Government or for other legitimate business activities in which the contractor is engaged or plans to engage as specifically disclosed in item 4.

c. They will not provide access to militarily critical technical data to persons other than their employees or eligible persons designated by the certified entity to act on their behalf unless such access is permitted by U.S. DoDD 5230.25, Canada's TDCR or the U.S. or Canadian Government agency that provided the technical data.

d. That the CITIZENSHIP/RESIDENCY STATUS of the individual(s) designated by name in Item 3 above, who will act as custodian(s) of the militarily critical technical data on behalf of the entity, is/are citizen(s) or person(s) admitted lawfully for permanent residence into (X) 1 or (X) 2

1. THE UNITED STATES 2. CANADA

Data Custodian(s)’s lawful residency must be in the entity’s country of certification.

e. They are not themselves debarred, suspended or otherwise ineligible to perform on U.S.

or Canadian Government contracts, and have not violated U.S. or contravened Canadian export control laws and have not had a certification revoked under the provisions of U.S.

DoDD 5230.25 or Canada's TDCR.

f. No person employed by, or eligible persons designated by the certified entity to act on their behalf, who will have access to military critical technical data is disbarred, suspended, or otherwise ineligible to perform on U.S. or Canadian Government contracts or has violated U.S. or contravened Canadian export control laws or has had a certification revoked under the provisions of U.S. DoDD 5230.25 or Canada's TDCR.

6. AUTHORIZED ENTITY REPRESENTATIVE CERTIFICATION

I certify that the information and certifications made by the Data Custodian and myself are true, complete, and accurate to the best of my knowledge and belief and are made in good faith. I understand that a knowing and willful false statement on this form can be punished by fine or imprisonment or both.

(For U.S. contractors see U.S. Code, Title 18, Section 1001 and for Canadian contractors see the Defense Production Act.)

a. NAME OF INDIVIDUAL (First, Middle Initial, Last) b. TITLE c. SIGNATURE d. DATE SIGNED

7. CERTIFICATION ACTION (For JCPO Use Only)

a. CERTIFICATION APPROVED. This certification number, along with a statement of intended military critical technical data use, must be included with each request for militarily critical technical data.

b. CERTIFICATION NUMBER c. EXPIRATION DATE (YYYYMMDD)

8. DoD OFFICIAL (For JCPO Use Only)

a. NAME OF U.S. REPRESENTATIVE (First, Middle Initial, Last)

b. TITLE

c. SIGNATURE d. DATE SIGNED

9. CANADIAN OFFICIAL (For JCPO Use Only)

a. NAME OF CANADIAN REPRESENTATIVE (First, Middle Initial, Last)

b. TITLE

c. SIGNATURE d. DATE SIGNED

INSTRUCTIONS FOR COMPLETING DD FORM 2345

All information must be legible, handwritten forms will not be accepted.

Submit your completed DD Form 2345 as a "pdf" attachment to: JCP-ADMIN@DLA.MIL

AGENCY DISCLOSURE NOTICE

The public reporting burden for this collection of information, 0704-0207, is estimated to average 20 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering, and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing the burden, to the Department of Defense, Washington Headquarters Services, at whs.mc-alex.esd.mbx.dd-dod-information-collections@mail . Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to any penalty for failing to comply with a collection of information if it does not display a currently valid 0MB control number.

1. Mark only one box: ‘INITIAL’ if this is your first application; ‘REVISION’ (of a previously accepted submission) showing revised information i.e., new addresses or business description; ‘RENEWAL’ if your certification is nearing the expiration date or was canceled after expiration.

2a. For an entity, show full name of CAGE or institution. For an individual, show full name (First, Middle Initial, Last). The information entered here must match the information in the CAGE registry 2b. Enter the physical address of the entity or individual making application. If a P.O. Box is used for mailing purposes, include street address as well.

3. Data Custodian: Show the name, business title, telephone number (including area code – direct line) and e-mail address of the individual(s) who will receive export controlled technical data / critical technology data and be responsible for its further dissemination.

4. Describe the relevant business activity of the entity in block 2 with sufficient detail for the U.S. or Canadian Government agency controlling the data to determine whether the militarily critical technical data that you may request over time is reasonably related to your stated business activity. NOTE: The information must fit in the space provided in block 4 on the form. Attachments to block 4 are NOT ALLOWED.

For All Applicants you must specifically address the following in block 4:

1. Indicate if you are a Prime or Sub-Contractor (If applicable).

2. if a Sub, include the Prime's CAGE and Address

3. Describe what you do: (i.e.: manufacturer, distributor, data broker, consultant, other)

4. Describe what type(s) of equipment/material/service you manufacture. Provide commodity NAICS (North American Industry Classification System) or

FSC (Federal Supply Class) if known).

5. Is your equipment/material/service related to the United States Munitions List (USML) or Commerce Control List (CCL)? If yes, state what category.

For U.S. Applicants:

6. Are you registered with Directorate of Defense Trade Controls (DDTC)? If yes, state so and provide documentation.

For Canadian Applicants:

6. Are you registered with the Controlled Goods Program? If yes, state so and provide Controlled Goods number (CG#####).

7. Do you possess an Export Control License? If yes, state so and provide documentation in your submission.

8. State your purpose for technical data access: (Bid on DOD solicitations, exchange of data, conference attendance, research, and development)

9. Do you require access to a system to obtain technical data? 1. I do not require system access to systems OR 2. I require access to SAM.gov, DIBBS

(include User IDs)

10. Indicate the government agency or 3rd party requiring you obtain JCP Certification. Include full Point of Contact information.

5a. If the location of the entity identified in Item 2.a. is in the United States, the Data Custodian(s) must be a U.S. citizen, or a person admitted lawfully for permanent residence into the United States. If the location of the entity is in Canada, the individual named in Item 3 may be either a Canadian or U.S. citizen or a person admitted lawfully for permanent residence into Canada.

Note: re: 5. If certifications of 5e. and 5f. cannot be made, provide in a separate document, a full description of any extenuating circumstances which may give sufficient reason to accept your certification.

6. If Item 2 identifies an individual, that individual must sign. If Item 2 identifies an entity, a person with authority to legally obligate the entity to a contract must sign.

7. Certification Approval for JCPO use only: a. APPROVED. The U.S./Canada JCPO has assigned the entity or individual identified in Item 2.a., a Certification Number which will identify the individual or entity as a "certified contractor'' as defined in U.S. DoDD 5230.25 or Canada's TDCR.