Michelle,
This is quite interesting, indeed! However, from your press release, I really have no clue what "Information and Software for a Digital Microwave Broadband Communications System for Space and Terrestrial Amateur Radio Use", means (in terms of the legalese, definitions and proper nouns used, etc...). Depending on how they were defined, the determination may or may not be directly relevant to AMSAT or anyone else for that matter... And just to be clear, i'm not trying to be a spoiler here or anything, this could be really amazing news, or nothing more than a null determination that sounds great in a headline but really means nothing. I think Everyone would welcome relaxed ITAR constraints on AMSAT engineers, in any way, shape or form... That being said, this begs the question, is the Form DS-4076 and all supplemental materials, along with all written communications with the DOS/DDTC concerning this matter, being made public? I think this would be absolutely necessary for anyone on the list to get excited about this, in any way, shape or form. I looked on the ORI website and couldn't find anything around Feb 2020 (per the date the indicated submission was made per the AUG11 reply from the DDTC).
Although, I am not a particular fan of ORI so-far, which is why I voted for Hammond, Paige, Stoetzer....
I do commend any individual or entity that is able and willing to deal with the DOS or DDTC. It takes a lot of time and $. At one point, my business helped develop parts of a research UAV for a foreign military on a high-altitude balloon, which included a wireless network. One export permit took over six months, with back-and-forths with questions and clarifications, questions and clarifications, more questions and clarifications... on and on and on... Just because they say you can produce Information and Software for a widget (however those are defined), it doesn't necessarily mean you can actually get a permit to ship the hardware with the software on it, anywhere. Because the 'Information and Software' (however defined), may not govern the hardware used. In my case, there were special accelerometers and gyros, that you don't purchase without providing a lot of information. So, no matter what software was written to drive them, if you shipped them out of the country without a permit, look out! I remember finally getting my first export permit and shipping label and putting it on the box and sending some hardware out. It was just a sticky label that went on a box, but wow, it wasn't easy.
It sure would be nice if ITAR was less of an issue but the devil's really in the details here...
Joseph Armbruster KJ4JIO
On Tue, Aug 18, 2020 at 12:29 PM Michelle Thompson via AMSAT-BB < amsat-bb@amsat.org> wrote:
Open Source Satellite Work Determined to be Free of ITAR
https://openresearch.institute/2020/08/18/cj-determination-open-source-satel...
The United States Department of State has ruled favorably on Open Research Institute's commodity jurisdiction request, finding that specified “Information and Software for a Digital Microwave Broadband Communications System for Space and Terrestrial Amateur Radio Use” is definitely not subject to State Department jurisdiction under ITAR, the International Traffic in Arms Regulations. This is an important step toward reducing the burden of regulations restricting international cooperation on amateur satellite projects, which have impeded engineering work by amateurs in the United States for decades.
Export regulations divide both technical information and actual hardware into three categories. The most heavily restricted technologies fall under ITAR, which is administered by the State Department. Technologies subject to more routine restrictions fall under EAR, the Export Administration Regulations, administered by the Department of Commerce. Technologies that are not subject to either set of regulations are not restricted for export.
On 20 February 2020, Open Research Institute (ORI) filed a Commodity Jurisdiction (CJ) Request with the US State Department, seeking to establish that key technologies for amateur radio are not subject to State Department jurisdiction. “Information and Software for a Digital Microwave Broadband Communications System for Space and Terrestrial Amateur Radio Use” was assigned the case number CJ0003120. On 11 August 2020, the case received a successful final determination: the technology is not subject to State Department jurisdiction. This is the best possible outcome of a CJ request.
The Final Determination letter can be found at
https://openresearch.institute/wp-content/uploads/sites/10/2020/08/CJ-000312... .
Under this determination, the technologies are subject to the EAR. The next step is to submit a classification request to the Commerce Department. ORI anticipates that the Commerce Department will find that these technologies are unrestricted under the carve-out for open source in the EAR.
Open Research Institute (ORI) is a non-profit research and development organization which provides all of its work to the general public under the principles of Open Source and Open Access to Research.
This work was accomplished by a team of dedicated and competent open source volunteers. The effort was initiated by Bruce Perens K6BP and lead by Michelle Thompson W5NYV.
Open Research Institute developed the ideas behind the Commodity Jurisdiction request, hired Thomsen and Burke LLP (https://t-b.com/) for expert legal advice, organized the revisions of the document, and invited organizations and individuals with amateur satellite service interests to join or support the request.
ORI thanks Libre Space Foundation and Dr. Daniel Estevez for providing their subject matter expertise and written testimony, and JAMSAT for helpful encouragement and support.
The legal costs were fully reimbursed with a generous grant from Amateur Radio Digital Communications (ARDC). See https://www.ampr.org/grants/grant-open-research-institute/.
ARDC and ORI share a vision of clearly establishing open source as the best and safest way to accomplish technical volunteer work in amateur radio. This final determination letter provides solid support for that vision. The determination enables the development of implementation guidelines that will allow free international collaboration.
This clears the path for a number of interesting projects facilitating new methods for terrestrial and satellite communications, opening the door to robust global digital amateur communications.
Questions and inquiries to ori@openresearch.institute _______________________________________________ Sent via AMSAT-BB@amsat.org. AMSAT-NA makes this open forum available to all interested persons worldwide without requiring membership. Opinions expressed are solely those of the author, and do not reflect the official views of AMSAT-NA. Not an AMSAT-NA member? Join now to support the amateur satellite program! Subscription settings: https://www.amsat.org/mailman/listinfo/amsat-bb