Sanitizing/Editing Technical Documents Course Technical Documents Course Guidebook ... Sanitizing/Editing Technical Documents Course Guidebook ... , briefs and briefing notes,

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  • Sanitizing/Editing

    Technical Documents Course

    Guidebook Revision 1

    October 26, 2015

    www.fdesolutions.com 12962 Pinecrest View Court

    Oak Hill VA 20171

    Lead Instructor: Mr. Michael K. McCloskey

    Assistant Instructor: Mrs. Jamie M. McCloskey Office: (703) 860-8112 Cell: (703) 627-6302 Fax: (703) 860-1295

  • Sanitizing/EditingTechnicalDocumentsCourseGuidebook,Rev1,dated26Oct2015

    MichaelK.andJamieM.McCloskey

    2015,FDESolutionsCorporation,Herndon,Virginia,20171-2644.AllRightsReserved.PrintedintheUnitedStatesofAmerica.ThispublicationisprotectedbyCopyright,andpermissionshouldbeobtainedfromthepublisherpriortoanyprohibitedreproduction,storageinaretrievalsystem,ortransmissioninanyformorbyanymeans,electronic,mechanical,photocopying,recording,orlikewise.Forinformationregardingpermissions,writetoFDESolutionsCorp.,12962PinecrestViewCt.,Herndon,VA20171-2644.

  • Thiscoursewasmadepossiblethroughtheeffortsof

    MonicaParo,AIR6.8.5.1

    andMitchHamrick,AIR7.4.1,

    andfundingsupportfrom

    SaadiqSadruddin,AIR1.4IntlTrainingManager.

    Wewanttoextendaveryspecialthankyouto

    DarleneHolland,theP-3/P-8SanAgent,

    BrendaLoveless,retiredAIR6.8.5.1,

    andJeffHegyi,theH-60FMSLEM

    forwithouttheirhelp,

    thedetailedunderstandingofsanitizing/editingneeded

    toconstructthiscoursewouldnothavebeenpossible.

    Wealsowanttothank

    VanessaShank,NATECLEMSupervisor

    DavidMoeller,NATECFMSLEM

    LawrenceHerbert,NATECTMAPSProgrammer

    WayneSculthorpe,E-2SanAgent

    andDebBailey,E-2ProgramSecurityOfficer

    fortheirassistanceandguidance.

  • Intentionallyleftblank

  • SummaryofChangesappliedtoMarch16,2015Version

    (pagenumbersreflectchangesmadetothatpageintheMarch16,2015version)

    ChgDate Page CellTitle ActualChange Reason20150629 1 Definitions Changecellstoreadalphabetically Notinorder20150629 7 WordMatch DeleteWordMatchExercise Usefulness20150629 15 WheelofFortune DeletedWheelofFortuneExercise Usefulness20150629 19 Roles PutRolesintoprocessorder BetterFlow20150629 33 EditedFor

    DiagramRemovedsecondexamplediagram Redundant

    20150629 34 PublicationNumbering

    Clarifieduseofparenthesisandslashesinpubnumbers,andinsertedwarningaboutTMAPSfilenamingconventions

    PolicyChange

    20150629 35 MarkingForDocsNotIntendedForForeignRelease

    Insertedasampletextboxofwhatthismarkingmaylooklike

    BetterFlow

    20150709 36 ExportControlandDestructionNotices

    InsertedacellwithSWPpolicyregardingExportControlandDestructionNotices

    Clarification

    20150629 44 Common-GeneralSeriesPubs

    IncluderequirementforNoticetoForeignGovernments

    PolicyChange

    20150629 45 NoticetoForeignGovernment

    MovethecelltoafterC/GencellandinsertedmostcurrentNotice

    BetterFlow

    20150629 44 Distro.AStatementPubDomain

    Rewordedtheparagraph Readability

    20150709 51 ReferencestoPubsorPartNumbersNotInInventory

    Rewroteparagraphtofurtherclarifythemeaningofcasualmention

    Clarification

    20150629 57 JointPubs ApplyNoticetoForeignGovtsandre-wordforeaseofunderstanding

    Readability

    20150629 35 NOFORN Changethewordscountryidentifiertoreadcountrycode

    Consistency

    20150629 59 SamplePageDiagrams

    RemoveddiagramfortheNoticetoForeignGovernments

    ElsewhereinGuidebook

    20150629 60 SampleCoverPageMarkings

    Providednewsamplegraphic Clarification

    20150629 71 InsertNoticetoForeignGovts

    Rewordedtoputaftercoverpage PolicyChange

    20150629 72 Titleor(CoverPage)Edits

    Changethewordscountryidentifiertoreadcountrycode

    Consistency

  • Intentionallyleftblank

  • TABLEOFCONTENTSACRONYMLIST.......................................................................................................................................iTHESEVENFOREIGNDISCLOSURERULESOFTHUMB........................................................iiiDEFINITIONS..........................................................................................................................................1SANITIZING/EDITINGPOLICIES....................................................................................................10ROLESANDRESPONSIBILITIES.....................................................................................................17DOCUMENTMARKINGS....................................................................................................................27SANITIZING/EDITINGGUIDANCE.................................................................................................45SAMPLEPAGEDIAGRAMS...............................................................................................................62COUNTRY2-AND3-LETTERCODES............................................................................................65PROOFREADINGMARKINGS...........................................................................................................73THETASKOFSANITIZING...............................................................................................................74

  • Intentionallyleftblank

  • i

    ACRONYMLIST

    AECA ArmsExportControlAct

    AKA(oraka) AlsoKnownAs

    APML AssistantProgramManagerforLogistics

    CGENorC/GEN CommonorGeneralSeries(publications)

    CM CaseManager

    CMI ClassifiedMilitaryInformation

    CUI ControlledUnclassifiedInformation

    DAPML DeputyAssistantProgramMangerforLogistics

    DDA DesignatedDisclosureAuthority(alsoknownasForeignDisclosureOfficerinoperationalcommands)

    DDL DelegationofDisclosureAuthorityLetter

    DoD DepartmentofDefense(alsoDOD)

    DoDD DepartmentofDefenseDirective

    DoN DepartmentoftheNavy

    DTD(dtd) Dated

    FDE ForeignDisclosure&Export(thebeginningofFDESolutionsCorp.)

    FDRL ForeignDistributionRequirementsList

    FDO ForeignDisclosureOfficer(alsoknownasDDAatSystemsCommands)

    FMS ForeignMilitarySales

    FOIA FreedomofInformationAct

    FORDGS ForeignDisclosureGuidelineSummary(amatrixorspreadsheet)

    FST FleetSupportTeam

    INTL International(eitherFMSorCooperativeProgram)

    IPO InternationalProgramsOffice

    IPT IntegratedProgramTeam

    IRAC InterimRapidActionChange

    ITAR InternationalTrafficinArmsRegulations

    LOA LetterofAcceptance

  • ii

    MTF MessageTextFormat(theformatofamilitarymessage)

    NATEC NavalAirTechnicalDataandEngineeringServicesCenter

    NDP-1 NationalDisclosurePolicy(adocument)

    NDPC NationalDisclosurePolicyCommittee

    NIIN NationalItemIdentificationNumber

    NIPO NavyInternationalProgramsOffice(alsoNavyIPO)

    NOFORN NotReleasabletoForeignNationals

    OEM OriginalEquipmentManufacturer

    PAO PublicAffairsOfficer

    PLAD PlainLanguageADdress(usedtoaddressNavymessages)

    PM ProgramManager

    PO ProgramOffice

    POC PointofContact

    SA SanitizingAgent/Editor

    SCG SecurityClassificationGuide

    SOW StatementofWork

    SME SubjectMatterExpert,orforITAR-purposes,SignificantMilitaryEquipment

    SWP StandardWorkPackage

    TDLEM TechnicalDataLogisticsElementManager

    TMAPS TechnicalManualApplicationSystem

    TMCR TechnicalManualContractRequirement

    TPT ThirdPartyTransfer

    TRP TechnicalReferencePublication

    TTP Tactics,TechniquesandProcedures

    TTSARB Apolicydocument;theDoNforeigndisclosurepolicyforamajorweapon,system,orprecedent-settingissue

    USN USNavy

    WP WorkPackage

  • iii

    THESEVENFOREIGNDISCLOSURERULESOFTHUMB

    RuleofThumbNumber1(PolicyRule):Iftheydontownitorhaventsignedadealtobuyit,oriftheresnopolicyallowingit,*thentheydontgetit.

    (*Top-leveldisclosurepoliciesaremanagedbyServiceHQDisclosureOrganizationsandmayrequireNational-levelcoordinationtoexecute.AskyourDDA/FDOforhelp,especiallyifclassifiedinformationisproposedfordisclosurewherethereceivingcountryisnotbuyingtheweapon,system,orequipment.

    RuleofThumbNumber2(LimitedInformationRule):Giveemonlyexactlywhattheyneed,orwhatthesituationrequires.

    RuleofThumbNumber3(PastPrecedentRule):Iftheygotitbefore,theycangetitagain,butonlyifithasntchanged*

    (*oraslongastheU.S.policytowardsthatcountryhasntchanged.)

    RuleofThumbNumber4(FalseImpressionsRule):Dontmentionitorofferit,unlessyouknowtheycanhaveit.

    RuleofThumbNumberFive(ForeignTrainingRule):Iftheyobtainanewskillorimproveanexistingskill,thenitstraininganditsnotforfree.

    RuleofThumbNumberSix(OriginatorsConsentRule):Iftheywantit,butyoudidntwriteit,youneedtoobtainpermissionfromthepersonwhodid*.

    (*ThisrulealsoappliestoforeigndisclosurerequestsgeneratedbyDoDpersonnel.Ingeneral,ifyourcommanddoesnothaveBydirectionordirectauthorityovertheinformation,orifthereisnoestablishedforeigndisclosureguidanceallowingthetransfer,youneedtoobtainoriginatorsconsentbeforedisclosingtheinformationtoaforeignrepresentative.)

    RuleofThumbNumberSeven(SpecialCaseRule):Thereareexceptionstoeverything,soifyouthinkitsagoodidea,thenaskaDDA/FDO.

  • iv

    Intentionallyleftblank

  • 1

    ForeignDisclosure&ExportSolutionsCorporation,2015

    DEFINITIONS

    CasualMention Thecasualmentionofweaponorsystemnamesforweaponsorsystemsthatarenotauthorizedforreleasemaybeauthorizedwhentoremovesuchreferenceswouldberesourceintensive.Thistypeofcasualmentionisgenerallyunclassifiedandshouldrevealnosystemvulnerabilities,performanceparameters,orspecificvariantsreleasedtoforeigncountries,anddoesnotviolateanyDoNorDoDpolicyconcerningthementionedweaponorsystem.DoNForeignDisclosureManual,GlossaryDefinition,pg82(boldingforemphasisonly)AmajorfacetofCasualMentionisthatthereadershallnotbeabletoreverseengineerorgainanytechnicalknowledgeofthementionedweaponorsystemname.FDESolutionsCorp.

    CasualReference ThereisnotermcalledcasualreferenceintheDepartmentoftheNavysForeignDisclosureManual.DoNForeignDisclosureManual,GlossaryDefinition,pg82

    ClassifiedMilitaryInformation(CMI)

    InformationoriginatedbyorfortheDoDoritsAgenciesorisundertheirjurisdictionorcontrolandthatrequiresprotectionintheinterestsofnationalsecurity.ItisdesignatedTOPSECRET,SECRET,orCONFIDENTIAL.CMImaybeinoral,visual,ormaterialformandhasbeendividedintoeightcategories.Militaryinformationmayalsobeembodiedinequipment,software,firmware,databases,imagery,orotherforms.DoNForeignDisclosureManual,GlossaryDefinition,pg101

  • 2

    ForeignDisclosure&ExportSolutionsCorporation,2015

    ControlledUnclassifiedInformation

    CUIisunclassifiedinformationtowhichaccessordistributioncontrolshavebeenappliedinaccordancewithnationallaws,policies,andregulations.CUIisatermusedtocollectivelydescribeunclassifiedinformationthathasbeendeterminedtobeexemptfrommandatorydisclosuretothepublicpursuanttotheFreedomofInformationAct(5U.S.C.552)orthatissubjecttoU.S.exportcontrols.DoNForeignDisclosureManual,GlossaryDefinition,pg99PerDoDDirective5230.24,unclassifieddocumentsrequiringcontrolappliesto:Newlycreatedengineeringdrawings,engineeringdataandassociatedlists,standards,specifications,technicalmanuals,technicalreports,technicalorders,blueprints,plans,instructions,computersoftwareanddocumentation,catalog-itemidentifications,datasets,studiesandanalyses,andothertechnicalinformationthatcanbeusedorbeadaptedforusetodesign,engineer,produce,manufacture,operate,repair,overhaul,orreproduceanymilitaryorspaceequipmentortechnologyconcerningsuchequipment.Thedatamaybeintangibleform,suchasamodel,prototype,blueprint,photograph,plan,instruction,oranoperatingmanual,ormaybeintangible,suchasatechnicalserviceororal,auditory,orvisualdescriptions.DoDInstruction5230.24,paragraph2a(2)

    Copyright Copyrightprotectsoriginalworksofauthorshipincludingliterary,dramatic,musical,andartisticworks,suchaspoetry,novels,movies,songs,computersoftware,andarchitecture.Copyrightdoesnotprotectfacts,ideas,systems,ormethodsofoperation,althoughitmayprotectthewaythesethingsareexpressed.copyright.gov

  • 3

    ForeignDisclosure&ExportSolutionsCorporation,2015

    DisclosureAuthority

    OnlyDDAsmayauthorizeordenytheforeigndisclosureofCMIandCUI.TheDDAsshallmakethedisclosuredecisionwithinthescopeoftheirdelegateddisclosureauthority.DONForeignDisclosureManual,para20103eDisclosureauthoritymaybedelegatedbyaDDAtoalowerDisclosureAuthorityiftheyhavealetter(DDL)whichallowsre-delegation.AtNAVAIR,certaindisclosureauthorityhasbeenre-delegatedtocertainProgramOfficers,FieldActivities,andIPTLeads.FDESolutionsCorp.

    DocumentaryInformationorDocuments

    Documentaryinformationincludesdirectivesandotherpublications,correspondence,spreadsheets,databases,graphicalslides,briefsandbriefingnotes,technicaldrawings,photographs,filmorvideotapes,audiorecordings,softwarecode,etc.,thatconveyClassifiedMilitaryInformation(CMI)orControlledUnclassifiedInformation(CUI)materialorinformation....generally[referred]to...asdocuments.Ingeneral,thedisclosureofdocumentsisofparticularconcernbecausetheyareeasilyreferenced,reproduced,orpassedtoathirdparty.DoNForeignDisclosureManual,GlossaryDefinition,pg73

    DocumentChange Forsanitizing/editingpurposes,achangeiswhensanitizing/editingisdonetoanexistingdocument/publicationbaseline.Changes(suchasCh-1,Ch-2,etc.)aremadetoeithertheoriginalpublication(Ch-0),ortorevisions(Rev1).FDESolutionsCorp

    DocumentRevision Forsanitizing/editingpurposes,adocumentrevisionshallbeconsideredanewdocument/publication(Continedonnextpage)

  • 4

    ForeignDisclosure&ExportSolutionsCorporation,2015

    baselinefromwhichsubsequentchangesaretobeincorporated.Areviseddocumentshallbecompletelysanitized/editedasifitwereanewpublicationorfirst-timerelease.FDESolutionsCorp

    DocumentType:Common/GeneralSeriesPublications(C/GEN)

    CommonandGeneralSeriesPublications(C/GEN)includesuchtopicsaspolicies,survivalorsupportequipment,groundequipment,etc.IntheeventthatthesepublicationsarepartofthepreapprovedmemorandumwithAIR7.4,"RELEASEAPPROVALFORCOMMONANDGENERALSERIESTECHNICALMANUALSTOFOREIGNMILITARYSALESPARTNERS"onfileatNATECandthecognizantPMA,theycanbereleasedtotheInternationalInternationalPartnerswithoutadisclosurereview.However;ifnotincludedonthepreapprovedAIR7.4memorandum,thesetypesofpublicationsmustfollowthenormalsanitizing/editingprocedures.ConferenceCallwithAIR7.4.1and6.8.5.1on24Jun2015(underlineforemphasisonly)C/GENdocumentsmuststillbeapprovedforreleasetotheInternationalcustomerbytheFMSCaseManagerforapprovedFMSCases.Mtg.withAIR7.4.1and6.8.5.1on20Jan2015Approximately70%(orabout1,000of1,400)publicationsontheC/GENlistareownedandmaintainedbyNAWCADLakehurst.FDESolutionsCorporation

    DocumentType:DistributionStatementA

    Technicaldocumentswiththisstatementmaybemadeavailableorsoldtothepublicandforeignnationals,companies,andgovernments,includingadversarygovernments,andmaybeexported.DoDInstruction5230.24,Encl(4),para2(b)(Continuedonnextpage)

  • 5

    ForeignDisclosure&ExportSolutionsCorporation,2015

    DistributionStatementAdocumentsmuststillbeapprovedforreleasetotheInternationalcustomerbytheFMSCaseManagerinordertocomplywiththeNDP-1FalseImpressionsDoctrine.Mtg.withAIR7.4.1and6.8.5.1on20Jan2015DistributionStatementAdocumentsdonotrequiretheinsertionoftheNoticetoForeignGovernments(aka:ThirdPartyTransferStatement)thatisrequiredforothersanitized/editeddocuments.ConferenceCallwithAIR7.4.1and6.8.5.1on24Jun2015(underlineforemphasisonly)

    DocumentType:AsIs

    ThetermAsIsmeansthatnotechnicalcontent,includingthetechnicalportionsofWorkPackages,havebeenmodified.Administrativeredactions,suchastheautomaticdistributionparagraphs,arenotconsideredtechnicalcontent.Asispublicationsmaybeprovidedaswritten,andnofurtheractionisrequiredafterreceivinganoriginatorsconsentresponseviaTMAPS.(IntheeventTMAPSisnotutilized,theOwningPOAPML/DAPMLsignsandreturnsthechecklisttotheRequestingFMSAPML/DAPML;nofurtheractionisrequired.)WhenTechnicalData/Publicationcanbeprovidedasis,itistheresponsibilityoftheFMSPO,viatheirSanitization/EditingAgent,toapplytheThirdPartyTransferStatementtothetitlepage.SWP6851-00...

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