Attachment 40 - Pricing Template.xlsx
XLSX spreadsheet 88 KB Posted
- Attached to
- Patent Data and Document Management (PDDM) Federal contract opportunity
- Solicitation number
- 1333BJ20R00151004
About this file
This pricing template attachment to a Request for Proposals outlines pricing for patent data and document management services over a ten-year period. The United States Patent and Trademark Office seeks contractor support to manage the entire patent lifecycle from initial filing through final disposition. Services include front end processing, pre-grant publication, data capture, patent number assignment, and post issuance activities. Pricing is provided for each contract line item by year and escalates the volume percentage tied to unit pricing tiers of 25%, 45%, 65%, and 100%. The USPTO may make one or two awards and assign volume percentages that determine the applicable pricing tier. The contractor must perform 100% of volumes if only one award is made.
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Volumes
| FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | FULL Volume Estimates | ||||||||||||||||||||||||||||||||||||||||||
| 2/1/2021 - 1/31/2022 | 2/1/2022 - 1/31/2023 | 2/1/2023 - 1/31/2024 | 2/1/2024 - 1/31/2025 | 2/1/2025 - 1/31/2026 | 2/1/2026 - 1/31/2027 | 2/1/2027 - 1/31/2028 | 2/1/2028 - 1/31/2029 | ||||||||||||||||||||||||||||||||||||||||||
| Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | Optional | |||||||||||||||||||||||||||
| Base Year | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Base Year | Option Year 1 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 1 | Option Year 2 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 2 | Option Year 3 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 3 | Option Year 4 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 4 | Option Year 5 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 5 | Option Year 6 | Minimum of 25% | Minimum of 45% | Minimum of 65% | Minimum of 100% | Option Year 6 | Option Year 7 | Minimum of 25% | Minimum of 45% | Minimum of 65% | ||||
| Contract Year 1 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 2 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 3 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 4 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 5 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 6 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 7 | of Volumes | of Volumes | of Volumes | of Volumes | 100% of Volumes | Contract Year 8 | of Volumes | of Volumes | of Volumes | ||||
| Contract Line Item Number (CLIN) | Description | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | Price | Total Price | Volume | Price | Price | Price | ||
| 0001 | Front End Processing | ||||||||||||||||||||||||||||||||||||||||||||||||
| 0001A | Indexing of Follow-on & TC Documents | Package | 266,249 | $ - 0 | 264,739 | $ - 0 | 270,862 | $ - 0 | 278,978 | $ - 0 | 286,376 | $ - 0 | 291,077 | $ - 0 | 299,809 | $ - 0 | 308,804 | ||||||||||||||||||||||||||||||||
| 0001B | Indexing of New Applications | Application | 10,282 | $ - 0 | 10,223 | $ - 0 | 10,460 | $ - 0 | 10,774 | $ - 0 | 11,097 | $ - 0 | 11,242 | $ - 0 | 11,579 | $ - 0 | 11,927 | ||||||||||||||||||||||||||||||||
| 0001C | Indexing of Residual Paper Applications | Application | 84 | $ - 0 | 82 | $ - 0 | 82 | $ - 0 | 82 | $ - 0 | 82 | $ - 0 | 81 | $ - 0 | 84 | $ - 0 | 86 | ||||||||||||||||||||||||||||||||
| 0001D | Scanning and Delivery to the Official Electronic File Wrapper | Page | 3,531,377 | $ - 0 | 3,511,414 | $ - 0 | 3,592,729 | $ - 0 | 3,700,512 | $ - 0 | 3,811,527 | $ - 0 | 3,861,266 | $ - 0 | 3,977,104 | $ - 0 | 4,096,417 | ||||||||||||||||||||||||||||||||
| 0001E | Creation of Artifact Folders | Folder | 2,758 | $ - 0 | 2,756 | $ - 0 | 2,806 | $ - 0 | 2,856 | $ - 0 | 2,907 | $ - 0 | 2,912 | $ - 0 | 2,999 | $ - 0 | 3,089 | ||||||||||||||||||||||||||||||||
| 0001F | Quality Assurance (QA) of Web-Based Submissions | Document | 18,737,685 | $ - 0 | 18,631,760 | $ - 0 | 19,063,226 | $ - 0 | 19,635,122 | $ - 0 | 20,224,176 | $ - 0 | 20,488,094 | $ - 0 | 21,102,737 | $ - 0 | 21,735,819 | ||||||||||||||||||||||||||||||||
| 0001G | Front End Processing of Electronic Documents | Document | 220,973 | $ - 0 | 219,724 | $ - 0 | 224,811 | $ - 0 | 231,556 | $ - 0 | 238,503 | $ - 0 | 241,615 | $ - 0 | 248,864 | $ - 0 | 256,330 | ||||||||||||||||||||||||||||||||
| 0001H | Supplemental Complex Repository for Examiners (SCORE) SCORE - | ||||||||||||||||||||||||||||||||||||||||||||||||
| Manual Load to SCORE | Each | 112,995 | $ - 0 | 112,356 | $ - 0 | 114,958 | $ - 0 | 118,407 | $ - 0 | 121,959 | $ - 0 | 123,551 | $ - 0 | 127,257 | $ - 0 | 131,075 | |||||||||||||||||||||||||||||||||
| 0001J | Supplemental Complex Repository for Examiners (SCORE) Processing – | ||||||||||||||||||||||||||||||||||||||||||||||||
| Score Loading – Corrupted or Missing Documents | Document | 47 | $ - 0 | 45 | $ - 0 | 46 | $ - 0 | 47 | $ - 0 | 47 | $ - 0 | 47 | $ - 0 | 49 | $ - 0 | 50 | |||||||||||||||||||||||||||||||||
| 0001K | Supplemental Complex Repository for Examiners (SCORE) Processing – | ||||||||||||||||||||||||||||||||||||||||||||||||
| SCORE CRF Transfer Request – Compliant Loaded, Compliant Special Request, Not Loaded | Transfer Request | 1,257 | $ - 0 | 1,232 | $ - 0 | 1,251 | $ - 0 | 1,270 | $ - 0 | 1,288 | $ - 0 | 1,280 | $ - 0 | 1,318 | $ - 0 | 1,358 | |||||||||||||||||||||||||||||||||
| 0001L | Supplemental Complex Repository for Examiners (SCORE) Processing – | ||||||||||||||||||||||||||||||||||||||||||||||||
| SCORE Problem Resolution and On-Demand Exports | Request | 42 | $ - 0 | 41 | $ - 0 | 42 | $ - 0 | 43 | $ - 0 | 43 | $ - 0 | 43 | $ - 0 | 44 | $ - 0 | 46 | |||||||||||||||||||||||||||||||||
| 0002 | Pre-Grant Publication | ||||||||||||||||||||||||||||||||||||||||||||||||
| 0002A | PG Pub Yellow Book | Application | 398,832 | $ - 0 | 395,523 | $ - 0 | 396,722 | $ - 0 | 422,058 | $ - 0 | 426,446 | $ - 0 | 439,239 | $ - 0 | 450,902 | $ - 0 | 464,429 | ||||||||||||||||||||||||||||||||
| 0002B | PG Pub Red Book | Application | 398,832 | $ - 0 | 395,523 | $ - 0 | 396,722 | $ - 0 | 422,058 | $ - 0 | 426,446 | $ - 0 | 439,239 | $ - 0 | 450,902 | $ - 0 | 464,429 | ||||||||||||||||||||||||||||||||
| 0002C (Optional) | Patent Application Alert Service | Weekly | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | ||||||||||||||||||||||||||||||||
| 0003 | Data Capture | ||||||||||||||||||||||||||||||||||||||||||||||||
| 0003A | Data Capture of Utility Applications | Application | 38,309 | $ - 0 | 39,869 | $ - 0 | 39,670 | $ - 0 | 40,222 | $ - 0 | 40,882 | $ - 0 | 41,191 | $ - 0 | 42,262 | $ - 0 | 43,361 | ||||||||||||||||||||||||||||||||
| 0003B | Data Capture of Utility Applications – Reuse of PG Pub Data Capture | Application | 268,693 | $ - 0 | 279,631 | $ - 0 | 278,239 | $ - 0 | 282,107 | $ - 0 | 286,737 | $ - 0 | 288,909 | $ - 0 | 296,421 | $ - 0 | 304,128 | ||||||||||||||||||||||||||||||||
| 0003C | Data Capture of Plant Applications | Application | 1,025 | $ - 0 | 1,116 | $ - 0 | 1,150 | $ - 0 | 1,207 | $ - 0 | 1,261 | $ - 0 | 1,282 | $ - 0 | 1,346 | $ - 0 | 1,414 | ||||||||||||||||||||||||||||||||
| 0003D | Data Capture of Plant Applications – Reuse of PG Pub Data Capture | Application | 290 | $ - 0 | 315 | $ - 0 | 325 | $ - 0 | 341 | $ - 0 | 358 | $ - 0 | 375 | $ - 0 | 393 | $ - 0 | 413 | ||||||||||||||||||||||||||||||||
| 0003E | Data Capture of Reissue Applications | Application | 598 | $ - 0 | 651 | $ - 0 | 671 | $ - 0 | 704 | $ - 0 | 739 | $ - 0 | 774 | $ - 0 | 812 | $ - 0 | 853 | ||||||||||||||||||||||||||||||||
| 0003F | Data Capture of Design Applications | Application | 36,366 | $ - 0 | 39,576 | $ - 0 | 40,778 | $ - 0 | 42,817 | $ - 0 | 44,803 | $ - 0 | 45,993 | $ - 0 | 48,292 | $ - 0 | 50,707 | ||||||||||||||||||||||||||||||||
| 0003G | Data Capture of Paper or PDF filed Lengthy Tables | Application | 17 | $ - 0 | 18 | $ - 0 | 19 | $ - 0 | 20 | $ - 0 | 21 | $ - 0 | 22 | $ - 0 | 23 | $ - 0 | 24 | ||||||||||||||||||||||||||||||||
| 0003H | Data Capture of Electronic Compact Disc (CD) Based Lengthy Tables | Application | 36 | $ - 0 | 38 | $ - 0 | 38 | $ - 0 | 40 | $ - 0 | 41 | $ - 0 | 42 | $ - 0 | 44 | $ - 0 | 46 | ||||||||||||||||||||||||||||||||
| 0003J | File Maintenance - All Applications | Application | 345,281 | $ - 0 | 361,157 | $ - 0 | 360,832 | $ - 0 | 367,398 | $ - 0 | 374,780 | $ - 0 | 378,524 | $ - 0 | 389,528 | $ - 0 | 400,876 | ||||||||||||||||||||||||||||||||
| 0004 | Patent Number Assignment Processing | ||||||||||||||||||||||||||||||||||||||||||||||||
| 0004A | Patent Number Assignment Processing of Utility Patents | Application | 314,354 | $ - 0 | 316,958 | $ - 0 | 314,334 | $ - 0 | 318,699 | $ - 0 | 323,457 | $ - 0 | 329,706 | $ - 0 | 338,278 | $ - 0 | 347,074 | ||||||||||||||||||||||||||||||||
| 0004B | Patent Number Assignment Processing of Plant Patents | Application | 1,468 | $ - 0 | 1,567 | $ - 0 | 1,584 | $ - 0 | 1,631 | $ - 0 | 1,680 | $ - 0 | 1,725 | $ - 0 | 1,777 | $ - 0 | 1,830 | ||||||||||||||||||||||||||||||||
| 0004C | Patent Number Assignment Processing of Reissue Patents | Application | 658 | $ - 0 | 682 | $ - 0 | 669 | $ - 0 | 669 | $ - 0 | 669 | $ - 0 | 667 | $ - 0 | 673 | $ - 0 | 680 | ||||||||||||||||||||||||||||||||
| 0004D | Patent Number Assignment Processing of Design Patents | Application | 35,737 | $ - 0 | 38,892 | $ - 0 | 40,072 | $ - 0 | 42,076 | $ - 0 | 44,180 | $ - 0 | 46,231 | $ - 0 | 48,543 | $ - 0 | 50,970 | ||||||||||||||||||||||||||||||||
| 0004E | Patent Number Assignment Processing of ReExamination Certificates & Board Certificates: |
(Ex Parte, Ex Parte 257, Inter Partes, Inter Partes Review,
| Post-Grant Review, Derivation Proceeding) | Certificate | 801 | $ - 0 | 846 | $ - 0 | 847 | $ - 0 | 864 | $ - 0 | 881 | $ - 0 | 896 | $ - 0 | 913 | $ - 0 | 932 | $ - 0 | 950 | $ - 0 | 969 | $ - 0 |
| 0004F | Daily ReExamination Certificate Processing: |
Daily Electronic Official Gazette: Patent Certificates (eOG:PCert),
| Daily Yellow Book (YB), Daily.pdf | Daily | 260 | $ - 0 | 265 | $ - 0 | 260 | $ - 0 | 260 | $ - 0 | 260 | $ - 0 | 260 | $ - 0 | 260 | $ - 0 | 265 | $ - 0 | 260 | $ - 0 | 260 | $ - 0 | ||||||||||||
| 0004G | Supplemental Exam (SE) Certificates | Certificate | 23 | $ - 0 | 24 | $ - 0 | 24 | $ - 0 | 24 | $ - 0 | 25 | $ - 0 | 25 | $ - 0 | 26 | $ - 0 | 26 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | |||||||||||
| 0004H | Statutory Invention Registration (SIR) Data Capture | Application | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | |||||||||||
| 0004J | Grant Yellow Book (Patent Image Files) | Weekly | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | |||||||||||
| 0004K | Grant Red Book (Patent Text Files) | Weekly | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | |||||||||||
| 0004L | Patent PostScript® File for Printing | Weekly | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | |||||||||||
| 0004M | Electronic Official Gazette for Patents (eOG:P) | Weekly | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | |||||||||||
| 0004N | Annual Publication of Consolidated Notices in (eOG:P) | Annual | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | |||||||||||
| 0004P | Assembly of Patents Issued: Utility, Plant, Reissue, and Design (UPRD) | Per Patent | 352,218 | $ - 0 | 358,099 | $ - 0 | 356,659 | $ - 0 | 363,075 | $ - 0 | 369,986 | $ - 0 | 378,329 | $ - 0 | 389,271 | $ - 0 | 400,554 | $ - 0 | 412,188 | $ - 0 | 424,186 | $ - 0 | |||||||||||
| 0005 | Post Issuance | ||||||||||||||||||||||||||||||||
| 0005A | Certificates of Correction (CofC) Processing | ||||||||||||||||||||||||||||||||
| (Data Capture, Yellow Book, .pdf and Media Contents List) | Certificate | 28,177 | $ - 0 | 28,648 | $ - 0 | 28,533 | $ - 0 | 29,046 | $ - 0 | 29,599 | $ - 0 | 30,266 | $ - 0 | 30,872 | $ - 0 | 31,489 | $ - 0 | 32,119 | $ - 0 | 32,761 | $ - 0 | ||||||||||||
| 0005B | Miscellaneous Certificates of Patents | Certificate | 52 | $ - 0 | 53 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | 52 | $ - 0 | |||||||||||
| 0005C | Recaptured Patent Grants Due to CofC | Patent | 27 | $ - 0 | 28 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | 27 | $ - 0 | |||||||||||
| 0005D | CofC Batch Processing to Correct/Update Patent Term Adjustment | ||||||||||||||||||||||||||||||||
| (Volumes per batch have varied from 2500 - 16,500 with three batches processed 2010-2017) | Batch | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | ||||||||||||
| 0005E | Yellow Book for Previously Issued Patents | Patent | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | 1 | $ - 0 | |||||||||||
| 0006 | Start-Up / A & A | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | ||||||||||||||||||||||
| 0006A | Initial A&A/Initial ATO* | TBD | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |||||||||||||||||||||
| 0006B | Annual A&A/recertification of ATO** | Annually | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |||||||||||||||||||||
| 0007 | Transition | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | See Note | ||||||||||||||||||||||
| 0007A | Transition In*** | Monthly | 12 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||||||||||||||||||||
| 0007B | Transition Out**** | Once | 1 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | ||||||||||||||||||||
| TOTAL YEAR PRICE: | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | $ - 0 | |||||||||||||||||||||||
| GRAND TOTAL CONTRACT PRICE: | $ - 0 |
| NOTE* The Offeror should price CLIN 0006A based on a frequency of monthly or annually. If monthly, the average unit price should be listed. If the monthly prices varies, the Offeror should provide a seprate spreadsheet showing the price by month. If annually, CLIN 0006A will be paid upon an ATO being issued. |
| NOTE** CLIN 0006B will be paid annually upon successful completeion of A&A and issuance of an ATO. |
| NOTE*** The Offeror should price CLIN 0007A based on the average unit price. If the monthly prices varies, the Offeror should provide a seprate spreadsheet showing the price by month. |
| NOTE**** CLIN 0007B Transition out will only be paid for the last exercised option period. This CLIN is only applicable to the Base Period. |
&F, &A
The USPTO may award up to two firm-fixed-price stand-alone contracts from this RFP. If the USPTO makes only one award, the contractor must perform 100% of the volumes. The Pricing Template, Attachment 40, identifies the separate volume percentages by unit pricing tiers. The unit pricing tiers are 25%, 45%, 65% and 100%. The contractor assigned volume percentage may be any percentage above 25% but is subject to the corresponding unit pricing tier. For example, if a contractor is assigned 30% of the volumes, the USPTO will apply the 25% unit pricing. If a contractor is assigned 50% of the volumes, the USPTO will apply the 45% unit pricing.
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