SAM.gov Announcement October 15 AI Roundtable.pdf
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- Solicitation number
- USPTO-26-RFI001
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This is a Sources Sought notice for an AI Roundtable market research event hosted by the United States Patent and Trademark Office (USPTO).
The USPTO will host an in-person AI Roundtable on Thursday, October 15, 2026, from 1 p.m. to 3 p.m. CDT at the USPTO Southwest Regional Outreach Office in Dallas, Texas. Acting Commissioner for Patents Barry Schindler and Chief AI Officer Jonathan Spencer will lead discussions on USPTO's current and future AI initiatives. The USPTO seeks information from industry partners regarding AI tools and specialized patent practitioner consulting services that address two specific objectives: (1) Patent application filing wizard/advanced functionality producing "exam ready" and "issue ready" applications, including application readiness checks and post-allowance issuance checks; and (2) Patent application filing analytics supporting faster, higher quality decisions, including agentic analysis and real-time scenario analysis. Vendors must demonstrate capability in at least one objective to attend and must RSVP via email to AIroundtable@uspto.gov by Wednesday, October 7, 2026, with written confirmation identifying which objective their solution meets and the names of up to two representatives attending.
Vendors seeking prime contract awards must maintain active SAM.gov registration with a valid Unique Entity Identifier. Key requirements include American-built underlying models with available model cards, bias/drift monitoring capabilities, technical architecture discussions during demonstrations, FedRAMP certification preferred for Software-as-a-Service solutions, integration capabilities with identity providers (Okta, Entra), robust APIs, and monitoring/auditability plans. If awarded a contract, all data, algorithms, code, and intellectual property remain USPTO property and must be stored in the United States. This roundtable is for market research purposes only and does not constitute a Request for Proposal or guarantee of future solicitation or contract award. The USPTO reserves the right to issue solicitations resulting from this roundtable and product demonstrations under the Patent and Trademark Office Efficiency Act authority.
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| File | Type | Posted |
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| SAM.gov Announcement October 15 SI Roundtable_Amend1.pdf |
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AI Roundtable with Acting Commissioner for Patents Barry Schindler and Chief AI Officer Jonathan Spencer
The United States Patent and Trademark Office (USPTO) will be hosting a roundtable with Acting Commissioner for Patents Barry Schindler and Chief AI Officer Jonathan Spencer on Thursday, October 15, 2026, from 1 p.m. to 3 p.m. CDT at the USPTO Southwest Regional Outreach Office, located at 207 South Houston Street, Suite 159, Dallas, Texas 75202.
The roundtable will include an overview on how the USPTO is using artificial intelligence (AI), what is currently in progress, and future AI-related initiatives planned, followed by an opportunity for questions and discussion.
As part of this effort, USPTO will be seeking information from interested industry partners regarding tools and solutions that may support improved efficiency, quality, and consistency in examination-related processes.1 Currently, USPTO is specifically interested in innovative tools, solutions, and specialized patent practitioner consulting services, that meet the objectives below:
1. Patent application filing wizard / Advanced functionality, resulting in “exam ready” and “issue ready” applications.
a. Application Readiness checks & suggestions for examination
b. For issuance: Post allowance checks at Issue Fee payment
2. Patent application filing analytics to support faster, higher quality decisions.
a. Agentic analysis of Patent applications
b. Real-time scenario analysis
Vendors with AI tools and specialized patent practitioner consulting services must be prepared to demonstrate, at a later date, at least one of the two objectives listed above in order to attend this roundtable. RSVP via email to AIroundtable@uspto.gov by Wednesday, October 7, 2026. Your RSVP must include a written confirmation identifying which of the two objectives stated above your AI tool and specialized patent practitioner consulting services meets, as well as the names of up to two
1 USPTO's participation in this roundtable is for market research purposes only and is being conducted in accordance with our Patent Trademark Efficiency Act (PTOEA) Authorities. The discussions at this roundtable in no way represent a request for a proposal, a guarantee of receiving a solicitation, or the promise of USPTO contract award. All discussions regarding possible government requirements are notional, subject to the availability of funds, and must be awarded by a warranted contracting officer. We ask that you not provide any trade secret or proprietary information, and assume that all information provided will be used and discussed with other industry partners and the public, and additionally, may be used in refining the Agency's requirements or future market research efforts.
mailto:AIroundtable@uspto.gov
2 | P a g e representatives who will attend the roundtable.2
Participation in this roundtable is in person and capacity is limited. If your company is unable to attend this roundtable, the USPTO may host additional roundtables at a later date. However, the USPTO reserves the right to issue solicitation(s) as a direct result of this roundtable and resulting product demonstrations, in accordance with the Patent and Trademark Office Efficiency Act (PTOEA).
Vendor Requirements for AI Roundtable Attendance:
- All vendors seeking prime contract award must have active registration in the System for Award Management (SAM.gov). Registrants must submit their company’s Unique Entity Identifier (UEI), or the UEI of their intended teaming partner. The USPTO cannot award contracts to companies without active SAM registration.
- If a vendor(s) is later awarded a contract, all data, algorithms, code, agentic “IP,” etc., rights remain property of USPTO and must be stored in the United States.
- All underlying models must be American-built with model cards available, model monitoring for bias/drift etc.
- Demonstrations should include discussions on the technical architecture of the proposed AI tool.
- For Software-as-a-Service (SaaS) solutions, solutions with FedRAMP certification normally implement faster than non FedRAMP solutions.
- Consider plans for out-of-the-box integrations with major identity providers (Okta, Entra) and robust APIs to enable secure, flexible, and custom enterprise system connectivity.
- Consider plans for monitoring and auditability.
2 If during a later scheduled demonstration the features shown and consulting services discussed do not meet any of the stated objectives, USPTO reserves the right to conclude the demonstration.
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