PTO Document Classification Services 2017-2027

Active Master IDIQ Awarded

Federal agency
Awardees
5
Task orders
98
Obligated
$164,681,477

Vehicle facts

Opportunity
  • DOC52PAPT1600014 Solicitation number
Agency
Combined task order value
  • $167,404,161 Current, with exercised options
  • $167,408,209 Potential, with all options
Last date to order 96% complete
Shared ceiling 21% used
$783,670,400.00

IDV award and task order details come from SAM.gov/FPDS.

About this vehicle

The United States Patent and Trademark Office (USPTO), Office of the Commissioner for Patents has established a Master IDIQ for patent document classification and reclassification services, with ordering authority closing on February 28, 2027—approximately seven months remaining. The vehicle was awarded March 1, 2017 and spans initial and reclassification classification work under two subcategories.

The vehicle carries a combined potential value of $161.8 million across 91 task orders. Competition is highly concentrated: Serco Inc. dominates with 33 orders worth $91.7 million combined potential value (57% of the vehicle's total), while CPA Global (Landon IP) Inc. holds 24 orders valued at $67.5 million (42%). Global Patent Solutions, L.L.C. accounts for 32 orders but only $2.3 million in potential value, and Cardinal Intellectual Property Inc. has minimal activity at 2 orders totaling $307 thousand. All 91 task orders are unrestricted competitive awards with no set-asides. The single customer is USPTO itself, creating a captive market structure.

Obligated dollars stand at $159.2 million (98% of combined potential value), indicating the vehicle is substantially committed. Ordering momentum has decelerated: 2021 saw 18 orders annually, declining to 8 in 2024, with 12 orders in 2025. Recent task orders (August 2025) focus on document reclassification and initial patent application classification under CLIN 4003 and related line items, with individual orders ranging from under $50 thousand to $1.2 million. The largest single orders are the recurring initial classification task orders to Serco and CPA Global, each in the $14 million to $17 million range as multi-year base-and-option awards.

All orders are firm fixed price. Place of performance is not specified in the source. Competition between the two dominant primes is the primary dynamic; new entrants face substantial concentration barriers given Serco and CPA Global's combined 99% share of potential value.

Description

The United States Patent and Trademark Office (USPTO), Office of the Commissioner for Patents has awarded a Master IDIQ for assigning routing classification in the United States Patent Classification (USPC), full "expert" level classification in Cooperative Patent Classification (CPC) of patent applications, and reclassification projects in order to meet the USPTO mission which is the examination, granting and dissemination of Patents and Trademarks.

IDV awards

Awardee IDV award Awarded
Serco Inc. DOC50PAPT1700014 Initial Classification
Wips, Inc. DOC50PAPT1700017 Reclassification
CPA Global (Landon IP) Inc. DOC50PAPT1700013 Initial Classification
Global Patent Solutions, L.L.C. DOC50PAPT1700018 Reclassification
Cardinal Government Services, Inc. DOC50PAPT1700016 Reclassification

Latest task orders

Task order Awardee Awarding agency Obligated Last action
Full classification services, clin 4003 document reclassification 1333BJ26F00151010 CPA Global (Landon IP) Inc. PTO $1,707,644
Full classification services, clin 4003 document reclassification 1333BJ25F00151011 Serco Inc. PTO $60,662
Full classification services (FCS), clin 4003 document reclassification… 1333BJ26F00151012 Global Patent Solutions, L.L.C. PTO $816,738
Full classification services, clin 4003, reclassification project (RP) #11771 1333BJ26F00001005 Serco Inc. PTO $927,443
Full classification services, clin 4003, reclassification project (RP) #11800 1333BJ26F00001007 Global Patent Solutions, L.L.C. PTO $881,020
Full classification services, clin 4003, reclassification project (RP) # 12338 1333BJ26F00001006 Serco Inc. PTO $64,707
Full classification services, clin 4003 document reclassification project… 1333BJ26F00151011 CPA Global (Landon IP) Inc. PTO $1,073,088
Full classification services, clin 4003 document reclassification 1333BJ25F00151004 Serco Inc. PTO $45,411
Full classification services, clin 4003, reclassification project (RP) 1333BJ26F00001004 Global Patent Solutions, L.L.C. PTO $141,233
FCS CLIN3 projects RP0363, RP0751, and RP0757 1333BJ22F00153001 CPA Global (Landon IP) Inc. PTO $311,480
Full classification services - initial classification of patent applications… 1333BJ25F00151005 CPA Global (Landon IP) Inc. PTO $14,323,920
Full classification services - initial classification of patent applications… 1333BJ25F00150001 Serco Inc. PTO $17,493,087
FCS clin 3 projects RP0318, RP0342, RP0481, and RP0621 1333BJ21F00153010 Global Patent Solutions, L.L.C. PTO $86,019
Full classification services, clin 4003 document reclassification 1333BJ25F00151009 Serco Inc. PTO $132,791
FCS CLIN3 projects (RP0351, RP0357) 1333BJ21F00153013 Global Patent Solutions, L.L.C. PTO $45,853
Full classification services, clin 3003, reclassification project (RP) 1333BJ24F00001004 Serco Inc. PTO $238,256
Full classification services, clin 3003, reclassification project (RP) # RP11675 1333BJ23F00001003 CPA Global (Landon IP) Inc. PTO $285,464
Full classification services, clin 3003 document reclassification… 1333BJ23F00151004 CPA Global (Landon IP) Inc. PTO $229,278
Full classification services, clin 3003 document reclassification… 1333BJ23F00151003 CPA Global (Landon IP) Inc. PTO $262,600
Full classification services, clin 3003 document reclassification… 1333BJ24F00001005 Serco Inc. PTO $119,961
Full classification services, initial classification of patent applications… 1333BJ23F00151001 CPA Global (Landon IP) Inc. PTO $10,844,928
FCS reclassification projects RP0737 and RP0752 1333BJ22F00153002 Cardinal Government Services, Inc. PTO $136,777
Full classification services, clin 3003, reclassification project (RP) # RP10484 1333BJ24F00001002 Serco Inc. PTO $16,725
Full classification services, clin 3003 document reclassification 1333BJ24F00151003 CPA Global (Landon IP) Inc. PTO $22,997
Project RP0754 fixed final completion date: 05/05/2023 1333BJ22F00153012 Global Patent Solutions, L.L.C. PTO $26,290
Show 15 more

Latest 25 of 98 listed here. See the rest on GovTribe.

Pools and SINs

Pool or SIN IDV awards Ceiling Obligated
Reclassification 3 $138,176,000 $4,214,569
Initial Classification 2 $645,494,400 $160,466,908

Top awardees by obligations

Rank Awardee Obligated Share
1 Serco Inc. $92,648,857 56%
2 CPA Global (Landon IP) Inc. $67,818,051 41%
3 Global Patent Solutions, L.L.C. $3,911,330 2%
4 Cardinal Government Services, Inc. $303,239 <1%

Top funding agencies by obligations

Rank Funding agency Obligated Share
1 Department of Commerce $164,681,477 100%

Obligations by fiscal year

Fiscal year Obligated
FY2026 $16,324,414
FY2025 $17,185,720
FY2024 $17,892,496
FY2023 $16,293,886
FY2022 $17,540,822
FY2021 $15,030,721
FY2020 $17,932,863
FY2019 $13,339,959
FY2018 $11,844,287
FY2017 $15,828,388

Quick answers

What is the PTO Document Classification Services 2017-2027 contract vehicle?

PTO Document Classification Services 2017-2027 is an indefinite delivery, indefinite quantity (IDIQ) contract vehicle run by US Patent and Trademark Office (Department of Commerce), awarded on March 1, 2017.

Which companies hold PTO Document Classification Services 2017-2027?

5 companies hold PTO Document Classification Services 2017-2027's IDV awards, one each. The latest went to Serco Inc. on March 1, 2017. The awardees whose task orders obligated the most are Serco Inc., CPA Global (Landon IP) Inc. and Global Patent Solutions, L.L.C.

How much has been spent through PTO Document Classification Services 2017-2027?

98 task orders have been placed under PTO Document Classification Services 2017-2027, obligating $164,681,477. Their combined current value, with exercised options, is $167,404,161.

What is the shared ceiling of PTO Document Classification Services 2017-2027?

PTO Document Classification Services 2017-2027's shared ceiling is $783,670,400; its task orders have used 21% of it.

Which agencies use PTO Document Classification Services 2017-2027 the most?

The departments whose task orders under PTO Document Classification Services 2017-2027 obligated the most are Department of Commerce ($164,681,477).

How much was obligated through PTO Document Classification Services 2017-2027 in fiscal year 2025?

Task orders under PTO Document Classification Services 2017-2027 obligated $17,185,720 in fiscal year 2025.

What pools does PTO Document Classification Services 2017-2027 have?

PTO Document Classification Services 2017-2027 has 2 pools, lots and SINs, including Reclassification and Initial Classification.

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