Conference Materials linked below - updated 2/1/2024 (please continue to check back for updates/final revisions)

Day Three | Wednesday, February 26, 2025 -- 1:00 - 5:00 PM EST

1:00 | Opening Remarks

1:05 | ITAR Licensing Panel 

Tamara Overton, Lockheed Martin
Nick Stephenson, DDTC 

This Panel will provide a roadmap for the complex ITAR licensing process and help you identify what type of license is needed for a particular transaction. This panel will address DSP-5, DSP-73, DSP-61, DSP-85, and all supporting amendments. Attendees will learn the types of supporting documentation required to submit with each license type. Advice and tips will be provided on what the U.S. government regulator is looking for in an application. Guidance on how to submit a license to the government and how to track a case will be discussed. 

DAY3_SESSION1-ITAR Licensing-FINAL2025.pdf

ITAR LICENSING HANDOUTS/EXERCISES:

• AFAS Factsheet 6-27-2024.pdf
• DSP-5 for Marketing ANSWER KEY 6-27-2024.pdf
  
• DSP-5 for Marketing BLANK 6-27-2024.pdf
  
• DSP-73 for Demo - blank.pdf
  
• DSP-74 - Blank.pdf
  
• Email Request for Approval 6-27-2024.pdf
  
• Request for Export 6-27-2024.pdf
  

3:00 | Break

3:10 | ITAR Agreements–Overview, Preparation and Best Practices

Katherine Heubert, Hewlett Packard Enterprise    
Zach McLain, DDTC 

This Panel will explain Technical Assistance Agreements (TAA), Manufacturing Licensing Agreements (MLA), and Warehouse and Distribution Agreements (WDA) – when you need them, how to prepare, and helpful best practices to ensure success. Key areas will include the preparation of the transmittal letter and agreement, managing provisos, congressional notification, and general maintenance of an agreement. In addition, this panel will address the submission of licenses in furtherance of agreements. 

DAY3_SESSION2-ITAR Agreements-FINAL2025.pdf

ITAR AGREEMENTS-OVERVIEW HANDOUTS/EXERCISES:

• HANDOUT TAA EXERCISE 6-27-2024.pdf
  
• HANDOUT SOW for TAA Request 6-27-2024.pdf
  
• HANDOUT Blank DSP-5 Vehicle for TAA 6-27-2024.pdf
  
• HANDOUT AFAS Transmittal Letter TAA EXERCISE Winter 2023.pdf
• ANSWER KEY ITAR Agrmnt DSP-5 Vehicle 2-27-25.pdf
• ANSWER KEY ITAR Agrmnt TAA AMENDMENT Feb2025.pdf
  
• ANSWER KEY ITAR Agrmts TAA Feb2025.pdf
  
• ANSWER KEY ITAR Agrmts Transmittal Letter Feb2025.pdf
  
• ANSWER KEY ITAR Agrmnt Amendment Transmittal Letter Feb2025-updated.pdf
  

5:00 | Adjourn