Attachment B - Labor Categories.pdf

Solicitation 75F40122Q00001 Title: Patent Legal Services

Attachment B

Attachment B: Labor Categories

Program Manager

Description: Serves as a contract manager and is an authorized representative to interface with the Government Contracting Officer (CO), the Contracting

Officer’s Representative (COR), Government management personnel and agency representatives. Responsible for formulating and enforcing work standards; assigning contractor schedules; reviewing work discrepancies;

supervising contractor personnel; preparing, reviewing and submitting required reports and communicating policies, purpose and goals of the organization to subordinates. Organizes, directs, and manages contract operation support functions, involving multiple, complex and inter-related project tasks. Manages teams of contract support personnel at multiple locations. Maintains and manages the client interface at the senior levels of the client organization. Meets with customer and contractor personnel to formulate and review task plans and deliverable items. Ensures conformance with program task schedules and costs. Responsible for the overall performance and quality assurance.

Requires at least seven (7) years of related functional experience, including at a minimum the requirements for Senior Associate. The Project Manager must hold a bachelor’s degree and a juris doctor degree from accredited institutions, have completed all other requirements to receive a law license, have an active registration to practice before the USPTO, and have an active law license.

Project Manager

Provides support and assistance to the Program Manager through overseeing all aspects of the project, leading a team on large tasks, multiple phases or a significant segment of large and complex projects. Interface with the

Government Contracting Officer (CO), the Contracting Officer’s

Representative (COR), Government management personnel and agency representatives for task related actions. Analyze new and complex projects, along with related problems to provide long and short-range plans to complete projects or resolve problems, including schedule and financial

Attachment B management. Responsible for plan implementation and coordination of contract personnel within all functional areas to ensure performance of project tasks. Organizes, directs, and coordinates planning and production of all project support activities. Provides oral and written communications with the Program Manager for planning and control of the project which may include multiple concurrent task orders. Assigns, schedules, and reviews work artifacts including subcontractors. Prepares and delivers presentations to project related stakeholders.

At least seven (7) years of related functional experience, including experience at a minimum as a Paralegal/Case Manager. The Program Manager must also meet the eligibility criteria for paralegal certification as listed by the NALA found at https://nala.org/certification/eligibility-requirements/.

Partner/Senior Counsel/Of Counsel

The current equity or non-equity partner, shareholder, or other senior staff members of the firm who is (1) a licensed attorney, (2) registered to practice before the USPTO, and (3) who has at least eight (8) years of patent prosecution experience as a licensed attorney and at least eight (8) years of experience as a registered practitioner before the USPTO. A

Partner/Senior Counsel/Of Counsel must hold a bachelor’s degree and a juris doctor degree from accredited institutions, have completed all other requirements to receive a law license, have an active registration to practice before the USPTO, and have an active law license.

The requirement to be a "licensed attorney" means the person is licensed to practice law in at least one state, commonwealth or territory of the

United States. The license to practice law must be 1) active throughout any experience relied on to be qualified as a Partner/Senior Counsel/Of Counsel

2) active at the time of submission of any response to this contract and 3) active during the time the person will be considered Key Personnel.

Senior Associate

The licensed attorneys registered to practice before the USPTO with a minimum of six (6) years of experience in patent prosecution as an attorney or patent agent, including a minimum of four (4) years as a licensed attorney. A Senior Associate must hold a bachelor’s degree and a juris doctor degree from accredited institutions, have completed all other requirements to receive a law license, have an active registration to practice

Attachment B before the USPTO, and have an active law license. The requirement to be a

"licensed attorney" has the same meaning as in the definition for

Partner/Senior Counsel/Of Counsel.

Junior Associate

The licensed attorneys registered to practice before the USPTO with a minimum of three (3) years of patent prosecution experience either as an attorney or patent agent. A Junior Associate must hold a bachelor’s degree and a juris doctor degree from accredited institutions, have completed all other requirements to receive a law license, have an active registration to practice before the USPTO, and have an active law license. The requirement to be a "licensed attorney" has the same meaning as in the definition for a

Partner/Senior Counsel/Of Counsel.

Senior Patent Agent

Individuals registered to practice before the USPTO as a patent agent and having a minimum of six (6) years of patent prosecution experience. A Senior

Patent Agent must hold a bachelor’s degree (at a minimum) from accredited institutions and have an active registration to practice before the USPTO.

Patent Agent

Individuals registered to practice as a patent agent by the USPTO with a minimum of three (3) years of patent prosecution experience. A Patent Agent must hold a bachelor’s degree (at a minimum) from accredited institutions and have an active registration to practice before the USPTO. A Technical

Advisor is a person with less than three (3) years of patent prosecution experience who is a registered patent agent, patent attorney, or a person who is technically qualified to sit for the registration examination to become a registered patent attorney or patent agent (e.g., law clerk, summer associate, scientific advisor). A Paralegal is a person qualified by education, training or work experience in handling patent application prosecution formalities and who performs such activities under the supervision of an attorney or patent agent.

Technical Advisor

A person with less than three (3) years of patent prosecution experience but who is technically qualified to sit for the registration examination to become a

Attachment B registered patent attorney or patent agent (e.g., a law clerk, summer associate, scientific advisor). A Technical Advisor must hold a bachelor’s degree (at a minimum) from accredited institutions.

Paralegal/Case Manager

A person who has taken and passed the paralegal course and has experience handling patent application prosecution formalities under the supervision of an attorney or patent agent. A Paralegal/Case Manager must be working toward or meet the eligibility criteria for paralegal certification as listed by the

NALA found at https://nala.org/certification/eligibility-requirements/.

Searcher

A person who has the background and training to perform scientific literature and patent document searches and has at least one (1) year of experience conducting such scientific and literature searches. At a minimum, a Searcher must have completed coursework toward a bachelor’s degree from accredited institutions.