RFI Attachment 1 - RFI Response Template.xlsx
XLSX spreadsheet 36 KB Posted
- Attached to
- Library Subscription Services
- Solicitation number
- 25-0965
About this file
This is a Request for Information (RFI) template for Library Subscription Services issued by the United States Patent and Trademark Office (USPTO). The RFI seeks to gather market research on potential vendors capable of providing comprehensive library subscription services, with a focus on eight key areas: customer access issue resolution, timely service notifications, authentication tracking, publication change management, book agent services for monographic content, digital magazine access, subscription services for Patent Cooperation Treaty (PCT) titles, and aggregated/indexed subject-specific databases.
The RFI targets vendors who can provide electronic access to at least 80% of currently subscribed titles, including PCT titles and World Trademark Review, with specific requirements around authentication methods (IP, VPN, and future Single Sign-On), digital platform capabilities, and publisher relationships. The USPTO will use this market research to determine which vendor(s) are most likely to successfully meet their requirements, and only those responding to the RFI will be eligible to compete in an alternative competition method. Participation is voluntary, and submission does not guarantee future contract opportunity, with the ultimate goal of improving the USPTO's ability to process and grant patents through enhanced library subscription services.
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Other files
| File | Type | Posted |
|---|---|---|
| PTAG RFI Library Subscription Services.pdf | ||
| RFI Attachment 3 - Title List.xlsx | XLSX spreadsheet | |
| RFI Attachment 2 - SOW Library Subscription Services.docx | DOCX document | |
| RFI Attachment 4 - Question and Answer Sheet.xlsx | XLSX spreadsheet |
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Text version
Corporate Profile
| Corporate Profile |
| Company Name & Address (Please identify Joint Venture or Mentor-Protégé, if applicable) |
| Unique Entity Number |
| Current Business Size Status Under NAICS 519210 ($21M) |
("Small" or "Other than Small")
| Anticipated Business Size Status on 9/30/2025 ("Small" or "Other than Small") |
| Company Point of Contact (Name, Email, Phone Number) |
| Name of solution |
| OEM or Authorized Reseller |
List of Questions
| Question No. | Background | Question |
| 1 | The USPTO reports access issues to the library subscriptions services vendor and requires a timely resolution to any subscription access issues. An online system is preferable for submitting and tracking reported issues. | Detail your prior experience reporting and resolving customer access issues. What system is used for reporting and how is it used? What was your standard response time to the initial request, how long did it take to fully resolve the access issues and how was your customer notified once the issue was resolved? |
Provide your service level agreements related to this topic, if any.
2 USPTO customers rely on access to publications to complete daily tasks. Renewals or new services need to be implemented in a timely manner and communicated to the COR and librarians. Detail your prior experience notifying your customer when contact has been established with publishers for new titles and authentication availability.
Describe your process of ensuring access on award of the subscription/contract and subsequent Option/renewal periods and provide your service level agreements for related to this topic, if any.
| 3 | The USPTO currently utilizes IP authentication for the majority of subscribed resources. USPTO has a large number of remote employees and utilizes Netskope VPN. In addition, as many federal employees are transitioning back to working onsite, there has been many IP authentication changes needed. There are plans in the future to transition all resources to a Single Sign-On (SSO) authentication. | Detail your prior experience with tracking/reporting and updating the different types of authentications including tracking IP addresses, passwords, SSO, etc. that publishers accept? Provide your service level agreements related to this topic, if any. |
| 4 | USPTO subscribes to numerous publications and needs a system to track publication changes and credits. | Detail your process for tracking/reporting publication changes and credits for publications and provide your service level agreements related to this topic, if any. |
| 5 | In accordance with the draft SOW, the requirement is to serve as a book agent for USPTO selected publisher-provided NPL monographic content in print and digital formats. | Please detail your ability to provide book agent services for monographic content in print and digital formats. How are monographs to be ordered? Do you offer an online system? (List established contracts/agreements with major publishers.) |
| 6 | In accordance with the draft SOW, the requirement is to provide access to digital magazines. USPTO uses digital magazine libraries for research, education, and access to unique or out-of-print materials. | Detail your ability to provide access to the magazines included in attachment 1 title list. Describe your digital magazine platform. Does it provide users a browse, search, and access digital versions of magazines? Describe the platform’s diverse selection of magazines across various topics, from general interest to specialized areas like art, design, and academic subjects. |
| 7 | In accordance with the Draft SOW and under Rule 34.1(b)(iii) of the Patent Cooperation Treaty (PCT), the requirement is to provide subscription services, via electronic access, for all of the Patent Cooperation Treaty (PCT) titles and World Trademark Review and at least 80% of additional currently subscribed titles as indicated in Attachment 1 “Title List” from foreign and domestic publishers. | Please detail your ability to provide all of the Patent Cooperation Treaty (PCT) titles and World Trademark Review and at least 80% of additional currently subscribed titles as indicated in Attachment 1 “Title List” from foreign and domestic publishers. |
| 8 | In accordance with the Draft SOW, the requirement is to provide aggregated and indexed subject-specific databases of NPL content that is brand name or equal to the existing NPL databases provided by EBSCO. A database identified as “equal to” will be evaluated based on 85% availability of the titles listed in the title lists for each of the databases listed in the draft SOW, as well as inclusive of the required titles provided in Attachment 1. | Please detail your ability to provide at least 85% of the titles and 100% of the PCT titles listed in the databases. |
Response to Q 1
| Question No. | Question |
| 1 | Detail your prior experience reporting and resolving customer access issues. What system is used for reporting and how is it used? What was your standard response time to the initial request, how long did it take to fully resolve the access issues and how was your customer notified once the issue was resolved? |
Provide your service level agreements related to this topic, if any.
Response
Response to Q 2
| Question No. | Question |
| 2 | Detail your prior experience notifying your customer when contact has been established with publishers for new titles and authentication availability. |
Describe your process of ensuring access on award of the subscription/contract and subsequent Option/renewal periods and provide your service level agreements for related to this topic, if any.
Response
Response to Q 3
| Question No. | Question |
| 3 | Detail your prior experience with tracking/reporting and updating the different types of authentications including tracking IP addresses, passwords, SSO, etc. that publishers accept? Provide your service level agreements related to this topic, if any. |
| Response |
Response to Q 4
| Question No. | Question |
| 4 | Detail your process for tracking/reporting publication changes and credits for publications and provide your service level agreements related to this topic, if any. |
| Response |
Response to Q 5
| Question No. | Question |
| 5 | Please detail your ability to provide book agent services for monographic content in print and digital formats. How are monographs to be ordered? Do you offer an online system? (List established contracts/agreements with major publishers.) |
| Response |
Response to Q 6
| Question No. | Question |
| 6 | Detail your ability to provide access to the magazines included in attachment 1 title list. Describe your digital magazine platform. Does it provide users a browse, search, and access digital versions of magazines? Describe the platform’s diverse selection of magazines across various topics, from general interest to specialized areas like art, design, and academic subjects. |
| Response |
Response to Q 7
| Question No. | Question |
| 7 | Please detail your ability to provide all of the Patent Cooperation Treaty (PCT) titles and World Trademark Review and at least 80% of additional currently subscribed titles as indicated in Attachment 1 “Title List” from foreign and domestic publishers. |
| Response |
Response to Q 8
| Question No. | Question |
| 8 | Please detail your ability to provide at least 85% of the titles and 100% of the PCT titles listed in the databases. |
| Response |
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