Attachment_1_-_Labor_Category_Descriptions_and_Rates.xlsx

LCAT Description

• Exercises independent judgment as well as high level and analytical skills in solving complex and unusual managerial, technical and administrative problems. Ultimately responsible for staffing, program planning, execution, performance, quality control and deliverables.

• Interfaces directly with program personnel to ensure full program results and compliance. Ensures maximum effectiveness in use of resources. Leads and oversees all activities related to staffing such as: recruitment, orientation, training, staff production, counseling, remediation, evaluations and performance appraisals, and voluntary or involuntary separation. Provides direction to contract management and administrative and other support staff (e.g. business analyst, technical writer, graphic artist or designer, administrative assistant).

• Coordinates and leads all contract level programs and projects. Provides innovative management solutions to client. Provides management and technical direction of program and provides internal planning, guidance and management structure for tracking accomplishment of work assigned. Organizes, directs and coordinates with contract managers’ on planning and production for all contract support activity across all tasks. Oversees integration and coordination of new projects and provides plans to address workload spikes.

• Ensures services and deliverables are completed, reviewed, accurate, and submitted on time (narrative and statistical reports, invoices, procedural manuals, customized reports, etc.).

• Works with client on the evolution of performance standards for a wide variety of activities including information or technical research, library services, instructional design and records management.

• Provides support for marketing and outreach activities and for informal and formal events with client and staff. May be required to identify and provide appropriate consultants per the requirement in the contract.

• Ensures communication is maintained with the Government on all aspects of the contract. Meets routinely with the Government and contract staff. Preparation for, attendance at, and follow-up for these meetings may absorb as much as 50% of the average week. Confirms to client that new projects or initiatives falls with-in level of effort. Communicates client expectations to contract staff.

• Possesses a 4 year degree and master’s degree or other certification required. Master’s Degree in Library Science preferred.

• Possesses a minimum of 5 years of contract experience managing progressively more complex, large, and costly contracts.

• Possesses a minimum of 5 years in a government contracting environment.

• Possesses Minimum of 5 years managing an information services contract.

• Possesses excellent written and oral communication skills.

• Must be an experienced information provider with expertise in one or more of the following information categories:

Information reference services Information research services Provision of other information center or library information related services Specialized information services such as handling large training operations focused on information resource training.

Deputy Program Manager Provides direction and oversight of a multi-functional service contract. Exercises independent judgment and analytical skills in solving complex and unusual managerial and technical problems.

• Provides management and technical direction of program and provides internal planning, guidance and management structure for tracking accomplishment of work assigned.

• Assists the Program Manager with contract level projects.

• Provides direction and oversight to working supervisors, team leaders or staff in other types of leadership positions. Organizes, directs and coordinates planning and production.

• Oversees tasks, projects or task orders that very in size and complexity, with staff ranging from only a few to 30 or more employees. Ensures maximum effectiveness in use of resources.

• Provides innovative management solutions to client. Leads or assists with all activities related to staffing such as: recruitment, orientation, training, staff production, counseling, remediation, evaluations and performance appraisals, and voluntary or involuntary separation.

• Assists Program Manager in providing innovative management solutions to client. Contributes to new initiatives or projects, for example, contributes to formal training initiatives for new examiners.

• Assists Program Manager with development of plans to address workload spikes.

• Provides input for reports and for other deliverables.

• Works with client on the evolution of performance standards for a wide variety of activities including information or technical research, library services, instructional design and records management.

• Provides support for marketing and outreach activities and for informal and formal events with client and staff.

• Meets routinely with the Government and contract staff. Preparation for, attendance at, and follow-up for these meetings may absorb as much as 50% of the average week.

• Assists the Program Manager with confirming that new projects or initiatives fall with-in level of effort. Communicates client expectations to contract staff.

• Possesses 4 year degree and Masters in Library Science. Five years of experience in one of the contract areas - Training and/or Librarianship. Librarianship can substitute for Masters in Library Science.

• Possesses a minimum of 4 years in a government contracting environment.

• Possesses a minimum of 4 years of management or leadership experience.

• Possesses a minimum of 5 years of experience working with knowledge management tools, libraries or digital archives.

Cataloging Librarian The spectrum of duties for individual tasks may encompass one or more of the following areas: cataloging, collection management, and preservation.

• Plans, organizes, and coordinates work activities involved in obtaining and making library and information center resources available to customers.

• Makes recommendations to the government for cataloging, collection management, or preservation decisions.

• Ensures collections are updated and maintained (both physical and electronic collections), and makes recommendations accordingly.

• Follows guidelines for the security of library collections and equipment.

• Performs general research using on-line search techniques, automated tools, and other resources as necessary.

• Compiles library statistics and analyzes data for the operation of the library or information center as required for USPTO wide reporting.

• Works independently under overall project objectives and requirements.

• Apprises supervisor about progress and unusual complications.

•Possesses a Masters in Library Science; 3 years library/information center experience. Education requirement may only be waived for catalogers with 5 years of experience.

• Possesses experience in original cataloging, special collection cataloging and knowledge in emerging cataloging trends in online cataloging systems. Must be knowledgeable of current MARC/Conser/RDA standards, LC classification system, and cataloging support tools such as MarcEdit and Cataloger’s Desktop.

• Possess experience in collection management and standard technical services practice

• Possesses experience with finding and searching scientific and technical information resources.

• Possesses experience in Microsoft office tools (Word, Excel, PowerPoint).

Electronic Resources Librarian •Maintains, evaluates, and updates access and metadata related to electronic non-patent literature found in the USPTO’s library and web scale information systems, including cataloging and downloading and editing bibliographic records, and maintaining web-scale discovery systems.

• Makes recommendations to the government for electronic resources management.

• Compiles library statistics and analyzes data for the operation of the library as required for USPTO-wide reporting.

• Works to troubleshoot issues related to electronic resources.

• Provides support with upgrades and transitions amongst electronic library content.

• Gathers data and metadata associated with electronic resources. Provides analysis and highlights trends and issues.

• Works with client staff to coordinate and facilitate project scope and requests.

• Works independently under overall project objectives and requirements.

• Possesses a Master’s in Library Science, 4 years’ experience leading and/or providing support in tracking, maintaining, and upgrading electronic resources.

• Must have experience in online cataloging systems, web scale discovery systems, and current MARC/KBART/RDA standards and LC classification system.

• Possesses experience with SharePoint, usage statistics, Excel and other MS-Office tools, Adobe Acrobat, knowledge of applications such as SQL.

Library Technician/Assistant • Performs several unique and separate functions, requiring different skills sets.

• Works independently while maintaining production standards in a variety of settings.

• Troubleshoots work and resolves discrepancies as required.

• Provides technical services support in a variety of functions: basic/copy cataloging, ordering/receiving/processing and de-acquisitioning of library materials.

• Searches entries in automated catalogs and other library systems. Scans, updates and inputs data and records based on established procedures.

• Verifies links of electronic resources, and conducts physical collection maintenance.

• May be called upon to work variable schedule to ensure that there is sufficient coverage for assigned tasks.

• Provides support in the processing of mail.

• Possesses a 2 year Associate degree or relevant experience. (4-yr degree preferred)

• Possesses strong written and verbal communication skills and excellent customer service skills.

• Must possess demonstrated ability for high production and accuracy.

• Must possesses organizational skills

• Must possess the knowledge to use Microsoft Office suite;

• Must possess the aiblity to multi-task and problem solve.

• Must possess knowledge about library operations.

• Possesses the ability to quickly learn new technical skills, procedures, and specialized software applications.

Database Administrator • Performs day-to-day database maintenance, including data archival, data recovery, anomaly detection and data entry.

• Tests new applications and procedures.

• Corrects data as required and provides feedback to appropriate personnel.

• Accumulates and stores data from diverse sources.

• Analyzes information, runs queries to ensure accuracy and to generate regular and customized reports.

• Creates reports as may be required of system data problems.

• Proactively reviews and improves overall system data processes to ensure high integrity of information.

• Possesses 4 year degree in a related field; 3 years related experience.

• Requires a basic knowledge of one or more management information system concepts, or information science concepts, such as general computing, database structure and programming languages, Microsoft Access and Visual Basic for Applications, Microsoft SQL and Oracle or UNIX-based systems (such as CUADRA STAR).

Graphic Artist • Develops graphic artwork in a variety of media to support publication requirements.

• Typically uses computerized equipment/software for video editing and compression, 3-D animation, overdubbing, desktop publishing and web design. Tasks often performed using Microsoft Office suite; Adobe CS suite; Dreamweaver; 3D Studio Max; Photoshop; InDesign; Illustrator; CrazyTalk5 pro; etc.

• Generally provides original designs for posters, logos, displays, presentations, charts, brochures, publications, and other marketing materials – in a limited supervison environment.

• Reviews existing materials and makes recommendations for improvements and updates.

• Maintains library of contract produced graphic materials and photographs.

• Develops graphic artwork in a variety of media to support publication requirements.

• Typically uses computerized equipment/software for video editing and compression, 3-D animation, overdubbing, desktop publishing and web design. Tasks often performed using Microsoft Office suite; Adobe CS suite; Dreamweaver; 3D Studio Max; Photoshop; InDesign; Illustrator; CrazyTalk5 pro; etc.

• Generally provides original designs for posters, logos, displays, presentations, charts, brochures, publications, and other marketing materials – in a limited supervison environment.

• Reviews existing materials and makes recommendations for improvements and updates.

• Maintains library of contract produced graphic materials and photographs.

Instructional Designer • Develops and conducts user training courses with a primary focus on automation tools.

• Uses a formal structured approach to design and develop training materials in various formats, such as for classroom training, computer based training, e-learning and web-based courses, demonstrations, and presentations.

• Ensures that course materials are kept current as new software revisions are released.

• Evaluates curriculum requirements, makes recommendations on course improvements, and evaluates customer training needs to ensure operational requirements are met.

• Develops new training materials as needed including electronic materials such as assisting with the generation of computer based training courses, e-learning and web based courses.

• Ensures quality control of training materials.

• Assists Sr. Instructional Designers with participation with design teams or on special projects to identify and clarify upcoming training needs.

• May participate in testing systems from the user’s standpoint.

• Possesses 4 year degree; Masters in Instructional Design or other relevant degree or certification.

• Possesses 3 years of relevant experience.

• Possesses in-depth experience in adult learning and training required.

• Possesses experience developing materials and delivering training in an Intellectual Property Environment greatly preferred.

• Search strategy development experience preferred.

Lead Instructional Designer/Project Lead A Lead Instructional Designer/ Project Lead is an experienced Instructional Designer with strong project management skills/ and or superior technical knowledge. As such, this staff member is relied on as a constant resource of knowledge tapped by our customer and colleagues. Additionally, this staff member has experienced and successfully managed multiple deployments, and is a consummate professional.

Responsibilities:

• Develops and conducts user training courses with a primary focus on automation tools.

• Designs and develops training approach, teaching outlines, assessments, delivery methods, and evaluation methodology.

• Uses a formal structured approach to design and develop training materials in various formats, such as for classroom training, computer based training, e-learning and web-based courses, demonstrations, and presentations.

• Ensures that course materials are kept current as new software revisions are released. Ensures that training operations are in accordance with the latest instruction design industry best practices.

• Coordinates the development of new training materials as needed.

• Develops new training materials as needed including electronic materials such as assisting with the generation of computer based training courses, e-learning and web based courses.

• Ensures quality control of all final versions of all training materials generated by the training team.

• Participates with design teams or special projects to identify and clarify upcoming training needs.

• May participate in testing systems from the user’s standpoint.

• Evaluates curriculum requirements, makes recommendations on course improvements, and evaluates customer training needs to ensure operational requirements are met.

• Exercises independent judgment and creativity in the performance of tasks that may be broad in scope.

• May lead teams of instructional designers and trainers.

• May participate in provision of training.

• May provide limited training support to the public under the direction of a government lead.

• May be the sole trainer permanently located at a regional office to provide training and support.

Specialized Subject Knowledge: In addition to training experience and abilities, this individual will possess a deep knowledge of a specific technology or software. This may require:

• Possesses a specialized certification from an outside entity or more than one year as a project lead.

• Exhibits strong project management skills o Plans and manages simple to complex projects using various industry tools and techniques o Successfully managed multiple deployments.

o Demonstrate ability to manage and incorporate change throughout the lifecycle of a project o Works with and effectively leads diverse groups

• Develops and delivers regular reports to both contract management and the Federal Customer/Task Order Manager- requiring a high level of communication skills.

• Possesses advanced organizational skills for the maintenance of documentation, training materials, and procedure manuals.

• Beta Testing new releases.

o Provides written feedback on new software/releases

• Develops strong detailed training plans for new software/releases.

• Revises and edits documentation, procedures manuals, training materials and QRGs related to this new resource and other resources as new releases are deployed.

• Possesses 4 year degree; Masters in Instructional Design or other relevant degree or certification.

• Possesses 6 years of relevant experience.

• Demonstrated leadership skills.

• Possesses strong experience in adult learning and training required as well as subject expertise in the software or system being taught and documented.

• USPTO or Intellectual Property experience greatly preferred.

• Search strategy development experience preferred.

• Patent agent or equivalent experience (i.e. former patent examiner or SPE) preferred.

Senior Instructional Designer • Develops and conducts user training courses with a primary focus on automation tools.

• Designs and develops training approach, teaching outlines, assessments, delivery methods, and evaluation methodology.

• Uses a formal structured approach to design and develop training materials in various formats, such as for classroom training, computer based training, e-learning and web-based courses, demonstrations, and presentations.

• Ensures that course materials are kept current as new software revisions are released.

• Ensures that training operations are in accordance with the latest instruction design industry best practices.

• Coordinates the development of new training materials as needed.

• Develops new training materials as needed including electronic materials such as assisting with the generation of computer based training courses, e-learning and web based courses.

• Ensures quality control of all final versions of all training materials generated by the training team.

• Participates with design teams or special projects to identify and clarify upcoming training needs.

• May participate in testing systems from the user’s standpoint.

• Evaluates curriculum requirements, makes recommendations on course improvements, and evaluates customer training needs to ensure operational requirements are met.

• Exercises independent judgment and creativity in the performance of tasks that may be broad in scope.

• May lead teams of instructional designers and trainers.

• Responsible for formal and ad-hoc training which may include developing materials, designing training and classroom instruction as well as one-on-one consultation primarily for search strategy development on USPTO developed search systems.

• Possesses 4 year degree; Masters in Instructional Design or other relevant degree or certification.

• Possesses 6 years of relevant experience-USPTO and/or Intellectual Property experience preferred.

• Has demonstrated leadership skills.

• Possesses in-depth experience in adult learning and training required.

• Search strategy development experience preferred.

Instructor/Trainer I • Conducts user training courses with a primary focus on automation tool training and assistance.

• May provide training on major automation tools provided at the USPTO. Training may be via formal or informal settings including classroom training, presentations, demonstrations, one-on-one assistance and providing hotline assistance.

• Assists with modifications or customization of existing training materials. For formal training sessions, ensures all training materials are available, ensures all equipment is functional prior to start of session.

• May be asked to test new products from the user’s viewpoint and provide input to help clarify training requirements.

• Possesses 4 year degree and 2 years of experience in providing training, ideally in an adult learning setting.

• Possesses an Associate’s degree with relevant training experience will be considered. Education requirement may be waived for four years of relevant adult training experience.

Instructor/Trainer II • Conducts user training courses with a primary focus on automation tool training and assistance.

• May provide training on major automation tools provided at the USPTO and provide training and assistance on most of the ancillary tools. Training may be via formal or informal settings including classroom training, presentations, demonstrations, one-on-one assistance and providing hotline assistance.

• Assists with modifications or customization of existing training materials.

• May assist with development of new training materials. For formal training sessions, ensures all training materials are available, ensures all equipment is functional prior to start of session.

• Troubleshoot some training equipment problems.

• May be asked to test revised or new products from the user’s viewpoint and provide input to help clarify training requirements and the development or refinement of training materials.

• May be the sole trainer permanently located at a regional office to provide training and support.

• May provide limited training support to the public under the direction of a government lead.

• May travel to USPTO Regional offices to conduct training or provide support as needed.

• Possesses 4 year degree, 4 years of experience providing adult learning training.

• Search strategy development experience preferred.

Instructor/Trainer III • Conducts user training courses with a primary focus on automation tool training and assistance.

• Experts on major and ancillary USPTO automation tools and act as a resource for other trainers.

• Provide training via formal or informal settings including classroom training, presentations, demonstrations, one-on-one assistance and providing hotline assistance. For formal training sessions, ensures all training materials are available, ensures all equipment is functional prior to start of session.

• Troubleshoot many training equipment problems.

• Assists with modifications or customization of existing training materials.

• Assists with the development of new training materials in all formats.

• May be asked to test revised or new products from the user’s viewpoint and provide input to help clarify training requirements and the development or refinement of training materials.

• May lead teams of trainers.

• Possesses 4 year degree, 6 years of experience providing adult learning training.

• Possesses demonstrated leadership skills.

• Search strategy development experience preferred.

Workflow Coordinator • Performs several unique and separate functions, requiring different skills sets.

• Works independently while maintaining production standards in a variety of settings.

• Provides management with workflow recommendations and assists with troubleshooting performances/standards issues. The spectrum of duties may encompass one or more of the following types of duties - that may be performed in a multi-tasking manner or as a discrete, stand-alone task.

• Provides reference desk support requiring knowledge of a variety of scientific and technical resources and on-line cataloging systems such as Horizon; verifies bibliographic information for customers. Troubleshoots work and resolves discrepancies as required.

• Provides Sequence Help Desk support requiring basic knowledge of patent applications and patent prosecution as well as the USPTO sequence rules (37 CFR 1.821 – 1.825).

• Provides acquisition support, verifies bibliographic information and formats, places orders using an internal database, provides support such as copy cataloging and editing existing MARC records. Troubleshoots work and resolves discrepancies as required.

• Verifies links of electronic resources, conducts physical collection maintenance and checks in serials in various formats. Troubleshoots work and resolves discrepancies as required.

• Provides interlibrary loan and reference fulfillment support by performing a quality check of completed work (correct document obtained for requester); applies troubleshooting skills to research more difficult requests for resolution and processes and forwards documents via electronic means (e.g. email). Troubleshoots work and resolves discrepancies as required.

• Provides word count estimates for foreign documents that were submitted for translation into English. Interprets impact of foreign language tables and charts, which vary considerably in textual content and complexity, on word count results. Troubleshoots work and resolves discrepancies as required.

• Creates, updates and maintains various schedules. Some schedules are complex in nature and require an extensive amount of coordination and validation. Includes scheduling numerous instructors for multiple and simultaneous training sessions, scheduling staff to provide hotline/chat room support, scheduling on-site support coverage for facilities or organizations, and on some occasions, scheduling training classes which requires identification and verification of available training locations. Troubleshoots work and resolves discrepancies as required.

• Reviews Raw Sequence Listing reports for compliance with the USPTO sequence rules (37 CFR 1.821 – 1.825) and annotates errors to alert the applicant on how to correctly fix the error. Troubleshoots work and resolves discrepancies as required.

• Processes and prepares sequences for pre-grant publication and issuance, and performs related quality control.

• Acts as team lead for other Work Flow Coordinator’s and provides training on above tasks and/or acts as back-up to other’s to coordinate workflow as required.

• May serve as lead and/or provide training to others.

• May be called upon to work variable schedule to ensure that there is sufficient coverage for assigned tasks.

•Creates, manages and satisfies the QASP scheduling metrics in providing daily schedules to staff and management. • Coordinates SharePoint calendar for OPIR/ATS, Contract Management and staff

• Solves problems tied to complex and rapidly changing federal requirements for schedules • Interfaces with federal customers as needed to schedule training classes and related information

• Creates and manages training schedules on USPTO LMS (learning management system) site.

• Coordinates high-demand periods, triage activities and leave plans to ensure adequate contractor coverage or problem notifications Training

• Trains new and existing staff on essential scheduling tasks and responsibilities

• Develops valuable documentation for managing the training schedule Communication

• Confidently communicates with staff on issues concerning QASP requirements as they relate to scheduling and managing instructional logistics

• Communicates trends in the schedule to management

• Provides feedback to management on scheduling and staffing concerns • Possess strong verbal and written communication skills and excellent customer service skills

• Good knowledge of policies and procedures to readily answer questions about scheduled duties

• Routinely represents management in scheduling matters

• Demonstrates ability to solve problems, to multitask efficiently and to work under pressure • Possesses a 2 year Associate degree or relevant experience. (4-yr degree preferred)

• Possesses strong written and verbal communication skills and excellent customer service skills.

• Must possess demonstrated ability for high production and accuracy.

• Must possess demonstrated ability to provide training to others;

• Must possesses the ability to work under pressure;

• Must possess the knowledge to use Microsoft Office suite;

• Must possess the aiblity to multi-task and problem solve.

• Must possess knowledge about library or information center operations.

• Possesses the ability to quickly learn new technical skills, procedures, and specialized software applications.

Senior Librarian The spectrum of duties for individual tasks may encompass interlibrary loan, cataloging, acquisitions, reference assistance, research, and provision of information center web page content.

• May act as a supervisor or team leader.

• Provides training for librarians and library support staff.

• Plans, organizes, and coordinates work activities involved in obtaining and making library and information center resources available to customers.

• Provides orientations and assists in training efforts and in the development of documentation for new staff and PTO employees.

• Takes the lead in creation of marketing strategies for promoting the information center and use of available resources.

• Makes recommendations to the government for collection development decisions.

• Ensures collections are updated and maintained (both physical and electronic collections).

• Works with the government on guidelines for the security and access to library collections and equipment.

• Performs general research and citation verification using on-line search techniques, automated tools, and other resources as necessary.

• Analyzes requests, interviews requesters when needed, and develops strategies, reviews and provides results.

• Processes and fills requests for full text literature from internal and external resources (interlibrary loan function).

• Compiles library statistics and analyzes data for the operation of the library or information center as required for USPTO wide reporting.

• Works independently under overall project objectives and requirements.

• Possesses a Masters in Library Science; 5 years library/information center experience. Education requirement may be waived by seven years of progressively advanced practical experience in the field.

• Possesses experience with finding and searching scientific and technical information resources.

• Experience in Microsoft office tools (Word, Excel, PowerPoint). Supervisory experience is preferred.

• Reference librarians and Interlibrary Loan Librarians should have expertise in citation searching one or more major on-line commercial vendors (Dialog, STN, Questel, Lexis/Nexis) and expertise in finding information on the Internet.

• Interlibrary Loan Librarians must have expertise in searching OCLC for location holdings information at source libraries.

• Catalogers must have expertise in online cataloging systems, (e.g. Horizon, the current online catalog at PTO), current

• MARC/Conser standards and LC classification system.

Librarian The spectrum of duties for individual tasks may encompass interlibrary loan, cataloging, acquisitions, reference assistance, research, and provision of information center web page content.

• Assists with planning, organizing, and coordinating work activities involved in obtaining and making library and information center resources available to customers.

• Assists in user training efforts and in the development of documentation for new staff and USPTO employees. Assists with marketing efforts for promoting the information center and its available resources.

• Provides information and updates for content of information center web pages. Makes recommendations for collection development decisions.

• Assists with updating and maintaining collections (both physical and electronic collections).

• Follows guidelines for the security of library collections and equipment.

• Performs general research and citation verification using on-line search techniques, automated tools, and other resources as necessary.

• Analyzes requests, interviews requesters when needed, and develops strategies, reviews and provides results.

• Processes and fills requests for full text literature from internal and external resources (interlibrary loan function).

• Assists with compilation of library statistics.

• Works independently under overall project objectives and requirements.

• Apprises supervisor about progress and unusual complications

• Possesses a Masters in Library Science; 3 years library/information center experience. Education requirement may be waived by five years of practical experience in the field.

• Possesses experience with finding and searching scientific and technical information resources.

• Possesses experienced in Microsoft office tools (Word, Excel, PowerPoint).

• Reference Librarians and Interlibrary Loan Librarians should have expertise in citation searching one or more major on-line commercial vendors (Dialog, STN, Questel, Lexis/Nexis) and expertise in finding information on the Internet.

• Interlibrary Loan Librarians should have experience in searching OCLC for location holdings information at source libraries.

• Catalogers should have expertise in online cataloging systems, (e.g. Horizon, the current online catalog at PTO), current MARC/Conser standards and LC classification system.

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