Attachment 5 - Reporting and Deliverables Requirements.pdf
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- Solicitation number
- ACQ-25-0170-PSN
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Attachment 5 is a detailed Reporting and Deliverables Requirements document for an Information Technology and Reporting Program (ITRP) training contract with the United States Patent and Trademark Office (USPTO). The document outlines 22 specific reporting and training document deliverables, including monthly, quarterly, and annual reporting requirements across multiple categories such as comprehensive training reports, staffing plans, training sessions, staff assignments, and training materials development.
Key deliverables include monthly Excel reports covering areas like class attendance, assists, software deployments, training certification matrices, and program assignments, with most reports due on the 15th of each month. Training document requirements include performing training needs assessments, developing learning objectives, creating comprehensive training plans, and designing training materials using Microsoft Office 2019 or compatible versions. The reporting is intended to provide detailed tracking and documentation of training initiatives, staffing, and program performance for the USPTO, with flexibility for ad-hoc reports as needed by the agency.
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ATTACHMENT 5 - Reporting and Deliverables Requirements
Reporting and Deliverable Requirements
*Ad hoc reports and documents may be requested from the Contractor on an as-needed basis.
Deliverable Report Format Delivery Date
1 Kick-off Meeting Virtual Microsoft (MS) Teams
No Later than (NLT) five (5) business days after date of award.
2 Project Status Word or Adobe or Excel as applicable
Weekly and updates as needed
Training Reporting Deliverables
3 A comprehensive report reflecting the entire ITRP program. The report shall be comprehensive in that information will be in the format of a tabbed Excel worksheet, structured as described in items 4 through 14 below.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
4 App_A1_Comprehensive Report_ <Month><Year>: current information on staffing, classes, attendance, assists, hours as well as sections/tabs on training provided to Patents Business Units and or USPTO Business Units
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
5 App_A2_New Examiner Training_ <Month><Year>: A report providing the number of classes provided to the Office of Patent Training (OPT) for new examiner hires, indicating class categories (titles), number of classes and number of class hours per category.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
6 App_B_Class Attendance_ <Month><Year>: A report showing other training provided to all USPTO enterprise organizations.
Class categories (titles), number of classes and number of class hours per category are included
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
7 App_C_Assists_ <Month><Year>: A report showing one-on-one and hotline/chatroom assists sorted by category (specifying the software/hardware on which the assist was done), method of delivery and the organization of the request, etc. with the number of assists and the total amount of time spent on those assists.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
8 App_D_Materials_<Month><Year>: A monthly inventory of course material including the training staff responsible for maintaining the materials and the USPTO technical contact. Each document has a document number, type, ITRP POC and requesting organization.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
9 App_E_Software_Planning_and Collaboration_Matrix_<Month><Year>: A monthly updated list project/software deployments including name/type, POC/organization, deployment date, target audience scope (large, medium, small), status and name of ITRP project lead.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
10 App_F_ITRP Training Certification Matrix<Month><Year>: A report by name showing each contractor’s certification status based on core and non-core courses.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
11 App_G_AISs_Supported_By_ITRPs_<Month><Year>: A report showing all of the AISs/software supported by the ITRPs including the organizational audience.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
12 App_H_Program Assignments_<Month><Year>: A matrix showing ITRP project assignments including leads, back-ups, etc.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
13 App_I_ITRP Program Reports_<Month><Year>: A matrix showing ITRP reports provided to the USPTO by ITRP author, due dates purpose, receiver, etc.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
14 CLIN_01_Alexandria_HQ_Training_< Month><Year>: Narrative of highlights for the month including POCs, charts, graphs and ITRP survey responses.
MS Word 2019, PDF or compatible version
Monthly on the 15th, Quarterly and Annually
15 Mid-year and annual comprehensive reports detailing program initiatives and results.
MS Word 2019 or compatible version
Mid-Year and Annually
16 A quarterly staffing plan to project the staffing level needed to meet training requirements.
MS Excel 2019 or compatible version
Quarterly and Annually
17 Monthly and quarterly reports by USPTO organization (e.g., TCs) indicating number of training sessions, and attendance by class provided to each organization.
MS Excel 2019 or compatible version
Monthly on the 15th, Quarterly and Annually
18 A weekly schedule of staff assignments: instructors for each class, hotline staffing, on-site staffing for assists to organizations (TCs), chatroom monitoring, etc. This report is provided by close of business the week prior to the date scheduled, and when necessary, updated daily to ensure a consistently correct schedule.
MS Excel 2019 or compatible version
Daily, Weekly
Training Document Deliverables
19 Perform Training Needs Assessment – a comprehensive plan for delivering training on a specific topic
MS Word 2019 or compatible version
Needed for each instructional event after requirements meeting with the USPTO
20 Develop Learning Objectives – a comprehensive outline of items to be covered in a class
MS Word 2019 or compatible version
Needed for each class taught, as determined by the Training Assessment Plan
21 Create and Deliver Comprehensive Training Plans (i.e., Lesson Plans) – a comprehensive outline of items to be covered in a class including timing
MS Word 2019 or compatible version
Needed for each class taught, as determined by the Training Assessment Plan
22 Design, Develop, and Produce Training Materials – training materials such as quick reference guides (QRGs), handouts, PowerPoint Presentations, CBTs/CBT scripts, graphics, manuals, and other materials as determined by the USPTO
Various (MS Word, MS Excel, PDF, PPT, etc.)
Needed for each class taught, as determined by the Training Assessment Plan
*Note – Annual Reporting shall cover the dates in the period of performance opposed to annual year i.e., Jan. 1 through Dec. 31.
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