DoD has released the APEX Accelerator FY23 Quarterly Report Template, which includes a number of performance tabs itemizing the activity of the APEX Accelerator program. The Neoserra APEX Accelerator Performance Metric (P1, P2) scorecard can produce the data necessary to complete tabs 1 and 2. The Neoserra export module discussed in this FAQ can produce the four spreadsheet files that align with tab 3, 5, 6 and 7. Neoserra does not store the information necessary for tab 4.

To create the export file, select Manage|APEX Accelerator. This will present the interface from which you can select the funding sources and centers to be included in the export file:

Select the funding sources you want to consider for your export file. The system will default to "DoD" but you can include additional funding source(s) as desired.

Choose the centers from which you want to extract data. Keep in mind that you may want to include non-APEX centers under which you have entered DoD-funded activity. For example, if you Neoserra database consists of SBDC centers, WBC centers and APEX centers, and your APEX Accelerator counselors work with clients under all centers then it is important to include all the centers in your selection. The funding source(s) selected above, will limit the output to the appropriate funded activity.

Next, select the time period for your data export and then select the export file as described next. The corresponding export file will be downloaded to your system in a CSV format and can be opened in Microsoft Excel. When importing the file to Excel, you will need to indicate that the file is delimited (not fixed width):

And, you will need to indicated that the delimiter used is the comma:

The resultant spreadsheet can be copied directly into the template provided by DoD for each of the tabs listed below:

• Tab 3: New MPPs
• Tab 5: Events
• Tab 6: Key Industry Data
• Tab 7: Professional Development

Tab 3: New MPPs

The first export file option is the "P3 New MPPs" file. This file includes all clients who had a "DoD Mentor-Protege Program (MPP) Agreement" milestone or an "SBA Mentor-Protege Program (MPP) Agreement" within the centers and funding sources selected on the export configuration page. The file includes 5 columns:

The data is being pulled from the client and milestone records for every client with a milestone type of either: SBA Mentor-Protege Program (MPP) Agreement or DoD Mentor-Protege Program (MPP) Agreement. The columns in the spreadsheet include:

1. Company Name: This column will include the name of the Neoserra client who had an MPP milestone.
2. Mentor or Protege: Neoserra will assume that all your clients are Proteges.
3. Counterpart: This column pulls in the information entered in the counterpart field on the milestone record.

   

4. DoD MPP or SBA MPP: Depending upon the milestone recorded, Neoserra will either put "DoD" or "SBA" for the "DoD Mentor-Protege Program (MPP) Agreement" or "SBA Mentor-Protege Program (MPP) Agreement" respectively.
5. Date Established: This will be the reporting date of the milestone record and it must fall within the period selected on the configuration page.

Tab 5: Events

The second export file option is the P5_Events file. As the name implies, this export file includes information about the training events that you conducted for your clients, or Small Business Liaison Officers. This file extracts data from the Neoserra Training Events module and it includes 14 columns, not all of which are tracked in Neoserra, thus, you may see some empty columns:

Invoice Number	This information is not tracked in Neoserra and will need to be added manually.
Event Name	The Neoserra Training Event Title will be included in this column.
Event Description	This field will consist of 200 characters maximum. The column will include the primary topic for the event unless the topic is one of the following system-defined choices: Cybersecurity Assistance Defense Production Act (DPA) Title III Support DoD Mentor-Protege Program Information Foreign Ownership Compliance (FOCI) Project Spectrum Training SBA Mentor-Protege Program Information SBIR/STTR/Other Innovation Programs Small Business Liaison Offices (SBLO) Training Following the topic description, Neoserra will add up to 200 characters of the event description.
Primary Topic	Neoserra will insert: "Other - include detail in event description" if the topic is anything other than on the following following system-defined choices in which case Neoserra will put the associated DoD wording: Cybersecurity Assistance = Goal 4.2.ii. Cybersecurity - General Defense Production Act (DPA) Title III Support = Goal 6.2.i Defense Production Act (DPA) Title III DoD Mentor-Protege Program Information = Goal 2.6.i DOD Mentor Protege Foreign Ownership Compliance (FOCI) = Goal 3.1.i Foreign Ownership, Control, and Influence (FOCI) Project Spectrum Training = Goal 4.2.i Cybersecurity - Project Specturm SBA Mentor-Protege Program Information = Goal 2.6.ii SBA Mentor Protege SBIR/STTR/Other Innovation Programs = Goal 5.1.ii Government-led Innovation Program (GIP) Small Business Liaison Offices (SBLO) Training = Goal 2.5.i Subcontracting Opportunities for all types of SB Concerns (Training for SBLOs)
Secondary Topic	This column will be blank and no second topic will be included in the export file.
Audience	Neoserra will always put "Businesses" in this column unless the training event topic was set to "Small Business Liaison Offices (SBLO) Training" in which case Neoserra will put "Small Business Liason Officers (SBLOs)" in this column.
Hosted/ Co-hosted	This column will read "Hosted" unless anything has been entered in either the Cosponsor POCs field or the Partner(s) Participating field on the training event record, in which case it will read "Co-Hosted": It is important to realize that the "Hosted" field on the training event record does not affect this column.
Matchmaking	This field will always say "No" unless the "Program Format" field on the training event record is "Matchmaker Event."
Number of Attendees	Neoserra will insert the total number of attendees with a status of "Attended."
Start (MM/DD/YYYY)	This column will include the start date of the training event.
End (MM/DD/YYYY)	This column will include the end date of the training event.
Location (City, State)	This column will include the city and state entered on the training event record.
Expenditure ($, if applicable)	This column will include the dollar value as entered in the Event Expenses field on the training event record.
Note (e.g., co-hosters, sponsors, etc.)	Anything entered in either the Cosponsor POCs field or the Partner(s) Participating field on the training event record will be added to this column:

Tab 6: Key Industry Data

If you have counseled a client that has selected one or more of the key technology areas on the client record, then the P6 export file will include a row for each time you have counseled the client. Clients with multiple sessions during the reporting period will appear multiple times with only the counseling session date differing from row to row. If the client supports multiple key technology areas and/or sub-areas then only the first area/sub-area will be listed in the spreadsheet since the spreadsheet does not currently support multiple areas per client.

The spreadsheet includes the following 18 columns:

1. Meeting date (MM/DD/YYYY)*	The first column will include the counseling session date.
2. Company name (Entrepreneur's name, if the company name is not available)*	The second column will include the Client Name.
3A. Point of contact (Name)*	The third column will include the name of the primary contact for the client.
3B. Point of contact (Email address)*	Next, you will see the email address for the primary contact.
4A. Key technology area	This column will include all the key technology areas selected on the client record. The areas include: 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
4B. Key technology subfield	This column will include the sub-areas of each of the key technology areas. Sub-areas under Advanced Computing: Supercomputing Edge computing Cloud computing Data storage Computing architectures Data processing and analysis techniques Sub-areas under Advanced Engineering Materials Materials by design and material genomics Materials with new properties Materials with substantial improvements to existing properties Material property characterization and lifecycle assessment Sub-areas under Advanced Gas Turbine Engine Technologies Aerospace, maritime, and industrial development and production technologies Full-authority digital engine control, hot-section manufacturing, and associated technologies Sub-areas under Advanced Manufacturing Additive manufacturing Clean, sustainable manufacturing Smart manufacturing Nanomanufacturing Sub-areas under Advanced and Networked Sensing and Signature Management Payloads, sensors, and instruments Sensor processing and data fusion Adaptive optics Remote sensing of the Earth Signature management Nuclear materials detection and characterization Chemical weapons detection and characterization Biological weapons detection and characterization Emerging pathogens detection and characterization Transportation-sector sensing Security-sector sensing Health-sector sensing Energy-sector sensing Building-sector sensing Environmental-sector sensing Sub-areas under Advanced Nuclear Energy Technologies Nuclear energy systems Fusion energy Space nuclear power and propulsion systems Sub-areas under Artificial Intelligence (AI) Machine learning Deep learning Reinforcement learning Sensory perception and recognition Next-generation AI Planning, reasoning, and decision making Safe and/or secure AI Sub-areas under Autonomous Systems and Robotics Surfaces Air Maritime Space Sub-areas under Biotechnologies Nucleic acid and protein synthesis Genome and protein engineering including design tools Multi-omics and other biometrology, bioinformatics, predictive modeling, and analytical tools for functional phenotypes Engineering of multicellular systems Engineering of viral and viral delivery systems Biomanufacturing and bioprocessing technologies Sub-areas under Communication and Networking Technologies Radio-frequency (RF) and mixed-signal circuits, antennas, filters, and components Spectrum management technologies Next-generation wireless networks, including 5G and 6G Optical links and fiber technologies Terrestrial/undersea cables Satellite-based communications Hardware, firmware, and software Communications and network security Mesh networks/infrastructure independent communication technologies Sub-areas under Directed Energy Lasers High-power microwaves Particle beams Sub-areas under Financial Technologies Distributed ledger technologies Digital assets Digital payment technologies Digital identity infrastructure Sub-areas under Human-Machine Interfaces Augmented reality Virtual reality Brain-computer interfaces Human-machine teaming Sub-areas under Hypersonics Propulsion Aerodynamics and control Materials Detection, tracking, and characterization Defense Sub-areas under Quantum Information Technologies Quantum computing Materials, isotopes, and fabrication techniques for quantum devices Post-quantum cryptography Quantum sensing Quantum networking Sub-areas under Renewable Energy Generation and Storage Renewable generation Renewable and sustainable fuels Energy storage Electric and hybrid engines Batteries Grid integration technologies Energy-efficiency technologies Sub-areas under Semiconductors and Microelectronics Design and electronic design automation tools Manufacturing process technologies and manufacturing equipment Beyond complementary metal-oxide-semiconductor (CMOS) technology Heterogeneous integration and advanced packaging Specialized/tailored hardware components for artificial intelligence, natural and hostile radiation environments, RF and optical components, high-power devices, and other critical applications Novel materials for advanced microelectronics Wide-bandgap and ultra-wide-bandgap technologies for power management, distribution, and transmission Sub-areas under Space Technologies and Systems On-orbit servicing, assembly, and manufacturing Commoditized satellite buses Low-cost launch vehicles Sensors for local and wide-field imaging Space propulsion Resilient positioning, navigation, and timing (PNT) Cryogenic fluid management Entry, descent, and landing
5. Own Intellectual Property (IP)?	This column will say NO unless the "IP Ownership" field is set either to "Owns Intellectual Property" or to "Intellectual Property Licensed to Foreign National/Entity " on the client record.
5A. If "yes" to #5, does the company license its technology to a foreign national or entity?	This column will say NO unless the "IP Ownership" field is set either to "Intellectual Property Licensed to Foreign National/Entity " on the client record.
5B. If "no" to #5, what organization owns the IP?	If the "IP Ownership" field on the client record is set to "Intellectual Property Owned by Other" then the information entered in the "IP Owner Name" will be included in this column.
6. Commercially available?	This column will indicate either Yes or No depending upon what is entered in the "Products Commercially Available" field on the client record.
6A. If "yes" to #6, what is the annual production capacity?	If the "Products Commercially Available" field on the client record is set to "Yes" then the information entered in the "Annual Production Capacity" will be included in this column.
6B. If "no" to #6, what is the approximate Technology Readiness Level (TRL)?	The information from the "Technology Readiness Level" from the client record will be included in this column: TRL 1: Basic principles observed and reported TRL 2: Technology concept/ application formulated TRL 3: 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
7. Capability statement	If the client record indicates that the client has a capabilities statement then this column will show "APEX Program Email."
8. Number of employees	The total number of employees (full-time + part-time) from the client record will be included in this column.
9. Website (No hyperlinks)	The website information entered on the client record will be included in this column.
10. Address including 5-digit zip code	The street address, city, state and zip information from the client record will be included in this column.
11. Phone number (XXX)XXX-XXXX	The telephone number from the client record will be included in this column.
12.Identification numbers	Neoserra will include the UEI and/or CAGE code numbers from the client record in this last column.

Tab 7: Professional Development

The fourth export file is called the Accelerator Training Log and this export file draws all of its information from the Professional Development module found in Neoserra:

The Professional Development module is intended to track counselor certifications and continuing education, along with another number of non-client specific activities. For purposes of reporting to DoD, only the counselor certifications and continuing education entries are included in the P7 spreadsheet, furthermore, only certifications/continuing education records with one of the DoD specified topics will be included..

All Professional Development records are required to have a counselor specified. The counselor name will be used as the invoice number on the P7 export file. The start date of the professional development activity is also required. If an end date is not filled out, then the end date will be assumed to be the same as the start date. Next, a type of professional development must be selected. When the Professional Type is set to either the system-defined Certification or it is set to Continuing Education AND the funding source is set to DoD then the following fields are also required:

• Time
• Topic
• DCAA - Audit Process
• DCAA - Accounting System Requirements
• DCAA - Contract Briefs
• DCAA - Provisional Billing Rates
• DCAA - Public Vouchers
• DCAA - Incurred Cost Submissions
• DCAA - Real-Time Labor Evaluations
• DCAA - Monitoring Subcontracts
• DCAA - Proposal Adequacy
• DCAA - Indirect Cost and Rates
• DIU - National Security Innovation Network (NSIN)
• DOD Programs - Manufacturing Innovation Institutes (MIIs)
• DOD Programs - Mentor Protégé Program (MPP)
• DOD Programs - Pilot Program to Accelerate the Procurement and Fielding on Innovative Technologies (APFIT)
• DOD Programs - Rapid Innovation Fund (RIF)
• DOD - Programs - Defense Production Act Title III
• DOD Programs - Industrial Base and Analysis and Sustainment (IBAS) Program
• DOD or SBA SBIR/STTR
• Foreign Ownership, Control and Influence (FOCI)
• Project Spectrum
• Technology Readiness Level (TRL)
• Other - include detail in event description
• Title
• City/State

Note that any entry with a topic other than one of the ones listed above, will not be extracted for P7 reporting.

If the Sponsoring Organization is provided then this will be used on the P7 in the Source of Training column. If no Sponsoring Organization information is provided, but an address is included in the record, then the address will be used for the Source of Training.

Neoserra does not track the Secondary Topic.







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