NOTICE:

The Note Usage row of this table is intended to show when the note should be included on an Letter of Offer and Acceptance (LOA), Amendment, and Modification for both Foreign Military Sales (FMS), and Building Partner Capacity (BPC) programs. Usage will only be indicated in the note title when FMS and BPC use separate notes with identical titles. This table is NOT intended to show when an Amendment or a Modification should be used (guidance for that purpose can be found in Chapter 6, Section C6.7.).

Additional LOA Notes appear in Appendix 6A, located in the Common Access Card (CAC)-Enabled SAMM site, which is located at: https://dod365.sharepoint-mil.us/sites/OSDDSCA-CUI-SAMM. DoD CAC Holders: please contact DSCA Office of Strategy, Plans, and Policy, Execution Policy and Analysis Directorate (SPP/EPA) at dsca.ncr.spp.mbx.epa@mail.mil with any questions regarding access to the site.

Note Title BPC FMS Note Input Responsibility Date Range Of Use
Accessorial Charges Yes Yes CWD All
Administrative Disbursing Services No Yes IA All
Administrative Surcharge Yes Yes CWD Limited
Administrative Surcharge Rate Change Yes Yes CWD Limited
Administrative Surcharge Rate Change - Offered Documents Yes Yes IA Limited
Administrative Surcharge Waiver - Euro North Atlantic Treaty Organization (NATO) Joint Jet Pilot Training (ENJJPT) No Yes CWD All
Administrative Surcharge Waiver - North Atlantic Treaty Organization (NATO) Airborne Warning and Control System (AWACS) No Yes CWD All
Administrative Surcharge Waiver - North Atlantic Treaty Organization (NATO) Support and Procurement Agency (NSPA) No Yes CWD All
Administrative Surcharge Waiver - Reciprocal Training Agreements No Yes CWD All
Aircraft Ferrying - BPC Yes No CWD All
Aircraft Ferrying - FMS No Yes CWD All
Ammunition and Other Explosives No Yes CWD All
Anthrax Vaccine No Yes CWD All
Anti-Tamper (AT) Measures No Yes CWD Limited
Army Program Support Charge Yes Yes CWD Limited
Associated Lease Yes Yes IA All
Authority for Sale - FAA, Section 607 No Yes CWD All
Availability of Funds to Cross Fiscal Years Yes No IA All
Building Partner Capacity (BPC) Materiel Transfer Yes No CWD All
Building Partner Capacity (BPC) Programs with Direct Funded Equipment Yes No IA All
Building Partner Capacity (BPC) Programs with Requirement to Provide Articles, Services and Training to Congressionally Notified Units Yes No IA All
Building Partner Capacity (BPC) Team Deployment Yes No CWD All
Building Partner Capacity (BPC) Training Only Programs Yes No IA All
Canadian "Embedded Contractors" No Yes CWD All
Cargo Preference Act No Yes CWD All
Case Closure - BPC Yes No CWD All
Case Closure - Foreign Military Sales (FMS) No Yes CWD All
Case Closure Note - [Name of Program] (5 yr) Yes No CWD All
Case Closure Note - [Name of Program] (9 yr) Yes No CWD All
Cluster Munitions with Submunitions with a Confirmed 99% or Higher Tested Rate No Yes IA All
Coalition Readiness Support Program (CRSP) Equipment Yes No CWD All
Coalition Solidarity Funds - Letter of Offer and Acceptance (LOA) Financing No Yes CWD All
Coalition Solidarity Funds Grant Agreement No Yes CWD All
Combined Exercise Support to NATO Countries No Yes CWD All
Congressional Notification - Long Lead-Time Items No Yes IA All
Contingent Fees No Yes IA All
Contingent Fees - Contract Requirements No Yes CWD All
Contract Administration Services (CAS) Surcharge No Yes CWD All
Contract Administration Services (CAS) Surcharge - Air Force Installation Contracting Center (AFICC) No Yes CWD All
Contract Administration Services (CAS) Surcharge - Parts Repair and Ordering System (PROS) Yes Yes CWD All
Contract Administration Services (CAS) Surcharge - U.S. Army Corps of Engineers (USACE) Yes Yes CWD All
CONUS Training Yes Yes IA All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Associated FMSO I LOA No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Associated FMSO II LOA No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Financial Summary No Yes IA All
Cooperative Logistics Supply Support Arrangement (CLSSA) - FMSO I Purpose No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Force Activity Designator (FAD) No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Replacement FMSO II LOA No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Requisitioning No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Stock Augmentation No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Supply Exclusions No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Supply Support Arrangement Surcharge No Yes CWD All
Cooperative Logistics Supply Support Arrangement (CLSSA) - Support Availability No Yes CWD All
Current Year Funds Usage Yes No IA All
End Use - FAA, Section 607 No Yes CWD All
End-Use Monitoring (EUM) No Yes CWD Limited
Environmental Hazards No Yes IA All
Estimated Delivery to the Partner Nation Yes No IA All
Estimated Delivery to the Partner Nation for Full Operational Capability Determination Yes No IA Limited
Excess Defense Articles (EDA) - Associated Services No Yes CWD All
Excess Defense Articles (EDA) - Authorization No Yes IA All
Excess Defense Articles (EDA) - Sales or Grant: Condition of Materiel No Yes CWD All
Excess Defense Articles (EDA) - Storage Charges for Grant EDA No Yes CWD All
Financial Statement Audit No Yes CWD All
FMS Agent Sale No Yes IA All
Foreign Military Financing (FMF) No Yes CWD Limited
Foreign Military Sales Design and or Construction Services No Yes IA All
Fund Source and Availability - DoD Funding - [Name of Program] FY[##] Yes No CWD Limited
Fund Source and Availability - Non-DoD Funding - [Name of Program] FY[##] Yes No CWD Limited
Funds Expiration, Purpose, Availability and Amount - DoD Yes No CWD Limited
Funds Expiration, Purpose, Availability and Amount - Non-DoD Yes No CWD Limited
Funds Source and Availability - [Name of Program] (5 yr) Yes No CWD Limited
Funds Source and Availability - [Name of Program] (9 yr) Yes No CWD Limited
Indirect Charges - Title 10 BPC Yes No CWD Limited
Indirect Charges - Title 10 BPC - LOAs Implemented Prior to 14 Aug 2020 Yes No CWD Limited
Joint Ukraine Multinational Program - Services, Training, and Articles Rapid Timeline (JUMPSTART) No Yes CWD All
Justification and Approval (J&A) for Sole Source Procurement Yes No IA All
Leahy Prohibition for Foreign Military Financing and Excess Defense Article Cases No Yes CWD Limited
Limitations of Material Delivery, Training, or Defense Services of Enhanced End-Use Monitoring Defense Articles Yes No CWD All
Line Item [Insert Line Item Number] Description Yes Yes IA All
Medical Expenses in CONUS Yes No CWD All
Military Assistance Program (MAP) Redistributed Property No Yes DSADC All
Missile Technology Control Regime (MTCR) No Yes CWD Limited
Modifications of U.S. Defense Articles No Yes CWD All
Nonrecurring Costs - Apply No Yes CWD All
Nonrecurring Costs - Apply (Estimated) No Yes CWD All
Nonrecurring Costs - Cooperative Agreements No Yes CWD All
Nonrecurring Costs - Foreign Military Sales (FMS) Credit (Non-Repayable) No Yes CWD All
Nonrecurring Costs - Military Assistance Program (MAP) Merger No Yes CWD All
Nonrecurring Costs - Non-U.S. Government Charges No Yes CWD All
Nonrecurring Costs - U.S. Government Grant No Yes CWD All
Nonrecurring Costs - Waiver Approved No Yes CWD All
Nonrecurring Costs - Waiver Under Review No Yes CWD All
Nonrecurring Costs Do Not Apply - Building Partner Capacity (BPC) Yes No CWD All
Nonrecurring Costs Do Not Apply - Foreign Military Sales (FMS) No Yes CWD All
Offset Costs No Yes CWD Limited
Operational Test and Evaluation (OT&E) Incomplete (Yockey Waiver) No Yes IA All
Patent Rights No Yes IA All
Payment Schedule - Purchaser Requested No Yes CWD All
Payment Schedule - Purchaser Requisition Driven No Yes CWD All
Permanent Change of Station (PCS) Personnel Yes Yes IA All
Personnel Protection and Related Costs No Yes CWD All
Prior Year Funds Usage Yes No IA All
Procurement Using Other Than Full and Open Competition No Yes IA All
Prohibition on Taxation of U.S. Assistance No Yes CWD Limited
Registration, Evaluation, Authorisation and Restriction of Chemicals (REACH) No Yes CWD All
Repair and Return Yes No IA All
Risk Assessed Payment Schedules (RAPS) Standard Note No Yes CWD All
Shipment Consolidation - BPC Yes No IA All
Shipment Consolidation - FMS No Yes IA All
Short Offer Expiration Date (OED) No Yes IA All
Small Case Management Line (SCML) Yes Yes IA Limited
State Department Directed FMF Procurement - Team Deployment No No CWD All
State Department Directed FMF Procurement Purchase and Funds Usage No No CWD All
State Department Directed FMF Procurement Reporting Requirements No No IA All
Status of Forces Agreement (SOFA) Yes Yes CWD All
Supply Discrepancy Report (SDR) Time Limits No Yes CWD All
Technical Data Packages (TDPs) for Study Purposes No Yes IA All
Technical Data Packages (TDPs) Revisioning Services No Yes IA All
Title Retained During Transit No Yes IA All
Training - Blanket Order Yes Yes IA All
Training - Homeland Security Information and Forfeiture Charges Yes Yes IA All
Transfer of Working Dogs No Yes CWD All
Transportation - Estimated Actual Cost Yes Yes IA All
Transportation - Title 10 BPC Note Yes No CWD All
Transportation Charges Above the Line Yes Yes IA All
Transportation Charges Not Included Yes Yes IA All
Transportation Charges Not Included - BPC Yes No IA All
Transportation Services through DTS No Yes CWD All
Unauthorized Use of Defense Articles No Yes CWD Limited
Warranties No Yes IA All
White Phosphorous Munitions Yes Yes IA All

Notes:

  • *1. Unlimited dates of use – Apply to all documents as needed

  • *2. Limited dates of use – Apply to all documents as needed per dates in note usage