DoD has released the "APEX Performance Reporting 2.0 Quarterly updated 08222024" and the "APEX Performance Reporting 2.0 Semi-Annual updated 08222024" templates, which include a number of performance tabs itemizing the activity of the APEX Accelerator program, these spreadsheets are commonly referred to as the 2.0 Metrics.

The Neoserra export module discussed in this FAQ can produce the four spreadsheet files that align with tabs 2, 3, 4 and 6 of the templates. The Neoserra "APEX Accelerator Goaled Metrics 2.0" scorecard will provide the information necessary for tabs 1 and 5.

To create the export file, database administrators and/or users with full View/Report permissions to all centers/all forms will be able to select Manage|APEX Accelerator 2.0. This will present the interface from which you can select the funding source(s) to be considered for this export file. 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 your 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 appropriate period of performance, as highlighted in orange below. This selection will determine which of the two templates you will use:

The green highlight above shows that you can select the export file as appropriate. Clicking on one of the "P" buttons on the screen will download the corresponding export file to your system in a CSV format and can be opened in Microsoft Excel. The resultant spreadsheet can be copied directly into the template provided by DoD for each of the tabs listed below:

• Tab 2: Reporting 2.5
• Tab 3: Events
• Tab 4: Key Industry Data
• Tab 6: Accelerator Training Log (aka Professional Development)

P2: Reporting 2.5

The first export file option is the "P2 Reporting 2.5" file. This file includes all clients who were referred to an SBLO. This spreadsheet pulls directly from the Neoserra "SBLO Referrals" module.

The SBLA Referral menu option is found under the Activity menu option in Neoserra. The file includes 5 columns:

1. Company Name: This column will include the name of the Neoserra client who was referred to an SBLO.
2. SBLO Agency Name: This column will include the name of the SBLO Agency as entered on the SBLO Referral record.
3. SBLO Contact Name: This column pulls the name of the SBLO Contact as entered on the SBLO Referral record.
4. SBLO Email: This column pulls the email address of the SBLO Contact as entered on the SBLO Referral record.
5. Quarter/PoP Referred: This will be the quarter or PoP as selected on the export page, highlighted in orange in the first screenshot above.

P3: Events

The second export file option is the P3_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:

Event Name	The Neoserra Training Event Title will be included in this column.
hidden column	Be aware that the DoD template has a blank hidden column B. Neoserra's export file will create an empty column to allow your to cut and paste the data directly into the spreadsheet.
Event Description	It may include the topic selected on your event record if this topic is not one of the DoD recognized topics plus up to 200 characters of the event description.
Primary Topic	Neoserra will insert: "Other - include detail in event description" if the event topic is anything other than on the following system-defined choices, which are recognized within the DoD spreadsheet: 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 include any and all additional DoD recognized topics that have been selected beyond the primary topic. The DoD template only allows one selection in this field, and you may need to edit the Neoserra export file prior to importing it into the DoD template.
Audience	Neoserra will update this field based upon the training topic selection on the event. The selection will set as follows: Businesses: Any event that does not include the SBLO training topic Small Business Liaison Officers (SBLO): Any event that has the SBLO training topic set as the primary training topic Businesses and SBLOs: Any event that includes the SBLO training topic but it is not set as the primary topic
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 column will be blank for all non-matchmaker events. Events where the "Matchmaker" field is set to either "Hosted" or "Co-hosted" will have the corresponding information presented in this column.
Number of Attendees	Neoserra will include the total number of attendees that have a status of "Attended" in this column.
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:
Quarter/PoP Event Occurred	This will be the quarter or PoP as selected on the export page, highlighted in orange in the first screenshot above.

P4: 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 P4 export file will include a row for each time you 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 19 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 and categorized as follows: Less than 10 10-100 101-500 Over 500
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.
13. Quarter/PoP Event Occurred	This will be the quarter or PoP as selected on the export page, highlighted in orange in the first screenshot above.

P6: Professional Development (aka Accelerator Training Log)

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 P6 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 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:

• Name of Attendee - name of the counselor receiving training
• FT or PT - this information is derived from the counselor record if the Resource Type on the counselor record is set to either "FT Advisor" or "PT Advisor"
• Training Name - the Subject/Title is used to populate this field
• Training Description
• Training Provider - this information is derived from the Training Provider field
• Primary Topic
• Capture Market Data in Key Industries
• Cultivate and Sustain the DIB
• Defense Production Act Title III
• DoD Mentor Protégé Program (MPP)
• DOD or SBA SBIR/STTR
• Facilitate Innovation
• Foreign Ownership, Control and Influence (FOCI)
• Improve Cybersecurity
• Increase Equity and Inclusion
• Industrial Base and Analysis and Sustainment (IBAS) Program
• Manufacturing Innovation Institutes (MIIs)
• National Security Innovation Network (NSIN)
• Project Spectrum
• Rapid Integrated Scalable Enterprise (RISE)
• Strengthen the Supply Chain
• Technology Readiness Level (TRL)
• Other - include detail in event description
• Start/End Dates
• Location - City/State from the Professional Development record
• Length of Training
• Quarter/PoP Event Occurred - information derived from the export page.

Note that any entry with a topic other than one of the ones listed above, will not be extracted for P6 reporting.

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