Limited Source Justification (LSJ) (Sole Source) redacted.pdf

FORM USPTO-OP-011.v7.0 (1/2026)

LIMITED SOURCES JUSTIFICATION (LSJ)

(Sole Source)

Program Office: Patents / OPFM Program Office POC: REDACTED Title of Procurement: Patents Statement for Personal Assistance Services (PAS)

Acquisition Package #: ACQ-26-0723

Estimated Value (including options) REDACTED

Contracting Officer: Andrew Spinazzola Contracting Officer Phone: (571) 270-7994 Vendor Name (if applicable): Precision Receivable Services LLC

Contract or Order # (if applicable): GSA FSS Contract#

47QRAA23D009N

The following LSJ has been prepared to meet the requirements of GSAR 538.7104-3.

1. Identification of the agency and contracting activity

2. Nature and/or description of the action requiring approval

3. Description of the supplies or services required and the estimated value thereof

4. Any other facts supporting the justification

SECTION I. COMPLETED BY THE PROGRAM OFFICE

United States Patent and Trademark Office (USPTO) Office of the Chief Financial Officer (OCFO) Office of Procurement (OP) Alexandria, VA

The USPTO Office of Procurement (OP) intends to negotiate and award a hybrid firm-fixed-price / labor-hour GSA Federal Supply Schedule (FSS) order to Precision Receivable Services LLC for Personal Assistance Services (PAS)

The USPTO requires Personal Assistance Services (PAS) for employees who, due to targeted disabilities, require assistance during work hours or on job-related travel. These services are a legal mandate; failure to provide them constitutes a violation of the Agency’s obligations under federal law.

Section 501 of the Rehabilitation Act prohibits Federal agencies from discriminating against individuals with disabilities in employment. It requires agencies to engage in affirmative action to promote the hiring, promotion, and retention of individuals with disabilities. Specifically, the Equal Employment Opportunity Commission (EEOC) Final Rule (29 C.F.R. § 1614.203), effective January 3, 2018, explicitly mandates the provision of PAS.

The estimated value to secure immediate service for a six (6) month bridge period until a long-term competitive Blanket Purchase Agreement (BPA) can be awarded will not exceed REDACTED.

FORM USPTO-OP-011.v7.0 (1/2026)

5. Authority and supporting rationale: Authority and supporting rationale (see GSAR 538.7104 and, if applicable, a demonstration of the proposed contractor’s unique qualifications to provide the required supply or service.

6. Description of the market research conducted among schedule holders and the results, or a statement of the reason market research was not conducted

This acquisition is conducted under the authority of the Multiple Award Schedule Program and GSAR 538.7104-3. Consideration of schedule contractors will be restricted to fewer than the number required by GSAR 538.7104-3 [see GSAR 538.7103-2(a)(4), 538.7103-2(b), and 538.7103-3(a)(2)] (i.e., fewer than three FSS contractors).

For orders or BPAs exceeding the micro-purchase threshold (MPT), in accordance with GSAR 538.7104-3, this acquisition is being justified under the following circumstances (Check the appropriate selection)

The need is of such unusual urgency that following the procedures would result in unacceptable delays in fulfilling that need;

Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized;

The order should be issued on a sole source basis in the interest of economy and efficiency because it is a logical follow-on to an FSS order already issued on a competitive basis;

It is necessary to place the order with a particular FSS contractor to satisfy a minimum guarantee established in the FSS BPA; or A law expressly authorizes or requires that the purchase be made from a specified source.

The Agency has an immediate and urgent need to maintain these services to support current USPTO employees. This acquisition serves as a critical bridge to cover the gap between the expiration of the previous PAS award and the award of a new competitive PAS BPA.

The urgency is driven by the following factors:

1. Legal Compliance: The USPTO is legally required to provide these services under 29 C.F.R. § 1614.203 and Section 501 of the Rehabilitation Act of 1973. A lapse in coverage would place the Agency in violation of federal law.

2. Operational Continuity: Employees utilizing these services have returned to the USPTO Headquarters.

Without PAS, these employees cannot perform their official duties or physically navigate the workspace, resulting in a direct negative impact on the Agency’s mission and the employee’s civil rights.

SECTION II. COLLABORATION BETWEEN THE PROGRAM OFFICE AND OP

Market research was conducted to identify GSA schedule holders capable of meeting the PAS requirement.

The Agency reviewed USPTO BPAs, GSA contracts, and historical data.

A search on GSA Advantage identified the following vendors capable of providing PAS:

REDACTED

REDACTED FORM USPTO-OP-011.v7.0 (1/2026)

7. Actions, if any, the agency may make to remove or overcome any barriers that led to the restricted consideration before any subsequent acquisition

1. Technical Certification

By signature below, the Technical Representative certifies that the supporting data necessary to form the basis for this justification is accurate and complete to the best of their knowledge and belief. Furthermore, the Technical Representative certifies that the justification has been adjudicated by the Program Office and OP.

Technical Representative Digital Signature

2. Contracting Officer’s Certification

By signature below, the ordering activity Contracting Officer certifies that this justification is accurate and complete to the best of their knowledge and belief.

Contracting Officer’s Digital Signature

3. Office of General Law (OGL) Counsel (required for actions valued >$10M) N/A

By signature below, the ordering activity OGL Counsel deems this justification legally.

Office of General Law Counsel’s Digital Signature

4. Level above Review (LAR) (see PM 2017-01 for definition) (required for actions at all dollar values except when LAR serves in another review/approval role)

The USPTO is actively procuring a long-term, competitive BPA for Personal Assistance Services that will include a base year and four (4) option years. This competitive package is currently in process. The current sole-source action is strictly limited to a short-term bridge to satisfy the urgent legal and operational need while the competitive procurement is finalized.

Market Research Results: The Agency contacted these vendors to assess their ability to meet the immediate timeline.

Date Inquiries sent: January 6, 2026 Number of Responses received: 1

Despite the outreach to multiple vendors, Precision Receivable Services LLC was the only GSA contract holder that responded with the necessary information and capability to meet the urgent timeframe.

Consequently, they are the only source reasonably available to prevent a lapse in service.

SECTION III. REVIEW AND APPROVAL

United States Patent and Trademark Office Office of the Chief Financial Officer

FORM USPTO-OP-011.v7.0 (1/2026)

N/A □ By signature below, the ordering activity LAR certifies that this justification is accurate and complete to the best of their knowledge and belief.

Level Above Review’s Digital Signature

Section IV. Attachments [AS REQUIRED]

P.O. Box 1450, Alexandria, VA 22313-1450 • www.uspto.gov http://www.uspto.gov/