Attachment 34 - PALM-Correspondence Processing.pptx

PPTX presentation 259 KB Posted

Attached to
Patent Data and Document Management Federal contract opportunity
Solicitation number
ACQ-20-0057
Issued by
Department of Commerce US Patent and Trademark Office

About this file

This document outlines requirements for a federal contract to provide patent data and document management services to the United States Patent and Trademark Office. The contractor will be responsible for indexing and scanning all paper documents filed with the USPTO and reviewing electronically filed documents to create the official electronic file wrapper. Additional requirements include conversion and composition of patent application data for pre-grant publication, post-allowance processing, and post-issuance activities such as certificates for reexaminations and Patent Trial and Appeals Board decisions. The contractor must also provide customer support, quality control, and notifications to patent examiners and applicants. Key deliverables are to be provided according to the production schedules in order to meet statutory publication and patent grant timelines.

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Text version

X14099.04-508 September 2015

PALM

Correspondence Processing

Incoming Correspondence Outgoing documents from the USPTO are entered into PALM through the Publication Case Action link

Incoming Correspondence Enter the:

Transaction code. If unknown, click the drop-down arrow in the <NONE> field to search available codes.

Mailroom Date.

Application Number, must be entered twice.

If applicable, fill out the Extension of Time box and/or the Examiner information box.

For an extension of time, choose the length of time granted from the drop-down list.

Enter the Certificate of Mail Date, use MMDDYY format.

Click Ok.

Outgoing Correspondence Incoming documents from the Applicant/Attorney are entered into PALM through the Incoming Correspondence link.

To enter the Office Action into PALM, in PALM Resource Center open the Publications folder and click the Publications link.

Outgoing Correspondence Case Actions (continued) Use the arrow next to the Transaction field to expand the menu to look up the PALM Transaction Code if unknown.

Transactions will appear in the transaction log after the OK button has been clicked.

If a transaction was entered in error, it can be highlighted and deleted from the log up until the Publication Case Action window is closed.

Once the window has been closed, a troubleshooter will need to be contacted to make corrections.

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