Attachment 16 - PG Pub Processes.pdf
PDF 109 KB Posted
- Attached to
- Patent Data and Document Management (PDDM)
- Solicitation number
- 1333BJ20R00151004
About this file
This document outlines the requirements and processes for a federal contract supporting patent data and document management services for the United States Patent and Trademark Office. The solicitation seeks a contractor to manage the entire life cycle of patent applications from initial filing through final disposition, including validation and publication of eligible applications, data capture services, application processing, and notification functions. The contractor will be responsible for application intake, corrections, withdrawals, and publication preparation according to specified deadlines and deliverables. Additional requirements include application tracking, status reporting, file retrieval, and mailing services. The solicitation indicates that a thorough understanding of the requirements can only be achieved through comprehensive review of the request for proposals and its accompanying documents and glossary.
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Text version
Contractor function review PG Pub O th er c on tr ac to rs
Co nt ra ct or
PT
O F un ct io n
Validation and export of applications eligible for publication and a spreadsheet that includes corrections/A9 (Automated process begins
Wednesday evening and delivered Thursday – Palm 0800 and PASS by
COB)
9 weeks plus one day prior to publication date (Law/policy)
Load into Contractor systems for data capture
Send query for missing applications
Check to make sure they receive all the applications
One corrupt image keeps whole application away
Missing applications?
Investigate and resolve and reschedule to future export and new
Projected Publication Date
(PPD)
Begin data capture
Add to spreadsheet and send to PTO on weekly basis
Data problems?
Provide processing instructions (Part of initial review)
Yes
No
Yes
Complete data captureNo assign publication number send PTO preliminary build list
2.5 weeks prior to
PPD
Verify all applications on list are okay to publish
33 days from cycle beginning
Prepare deliverables(final pub build, tape contents list??, red and yellow book files, CPC extract file, etc…)
Retrieve files (automated ‐ CIO)
Data integrity validated by
DMB ‐ CIO?
Email to Contractor for correction
No
Make available on publication date
Load to internal (palm) and External PTO systems (CIO)
Yes
Place files on servers/email to
PTO
37 days from cycle beginning
Initial review to determine if continue with publication?
Yes
Withdraw and send to OPAP for additional formalities processing
No
Continue with publication? No
Yes
Withdraw and add to authority file of missing/withdrawn pub numbers and back into appropriate process
Palm generates publication notification
(Automated batch program on Thursday)
Publication notifications are loaded into IFW (automated)
Production control prints non‐ electronic notifications and send email to contractor that job is complete and ready for pick up ‐
CIO
Pick up non‐ electronic notifications and stuff into envelopes
Return to PTO for mailing
Mailing contractor mails
Missing artifacts?
Part of initial review
No Send email requesting artifact folder
Yes
Exports include PALM, PASS, SCORE and EFS, CRF )SLA requires delivery by Monday
Prepare a weekly report identifying applications no longer eligible for publication (abandoned, issued) (each Friday)
Send to Contractor on weekly basis
Remove applications no longer eligible for publication ( this can take place in multiple areas of PG pub processing)
Manual validation for STIC on Tuesday and EFS on Thursday
Mailing steps happen from one contractor to another
PG Pub�
File details come from the government source that posted it. Updated .