Statement of Work (SOW)_Tangible Awards_Final_05092024.pdf

United States Patents Tangible Awards Patent and Trademark Office Statement of Work

Form # USPTO-OP-020 (08/2020) Page 1 of 5

Requirement Title: Patents Tangible Awards, 20oz Travel Mugs

1. Background

The United States Patent and Trademark Office (USPTO) is the federal agency for granting U.S. patents and registering trademarks. The USPTO has approximately 13,000 employees broken out in specific business units. The largest of the USPTO business units is the Patents organization. The Patents organization includes approximately 10,500 employees made up of a Patent Examining Corps and support offices to facilitate examination of patent applications.

2. Purpose

The purpose of this requirement is to acquire approximately 11,200 20oz engraved travel mugs for Patent employees. After the first initial purchase of approximately 11,200 travel mugs, the Patents organization may have a need to order additional travel mugs on an as needed basis during the period of performance stated in Section 7.

3. Scope

3.1 General. The Contractor shall furnish the services and equipment (i.e. production, engraving, shipping supplies, boxes, labels, etc.) necessary to fulfill the requirements. The Contractor shall ensure that all shipments are secure to prevent damage through transit. The Contractor shall provide and ship 11,200 engraved 20oz travel mugs. The Contracting Officer’s Representative (COR) will provide a list of recipients to the Contractor within two (2) business days after award.

3.2 Salient Characteristics. The Contractor shall provide 11,200 travel mugs meeting the following salient characteristics below:

• Size: 20oz

• Color: Navy Blue

• Features: BPA-free, Dishwasher Safe, Double-walled vacuum insulated, Shatter-Resistant, No Sweat

Design, MagSlider Lid, or equal

• Material: Stainless Steel that resist dents and drops.

• Lid: twist-on, twist-off lid backed with dual-slider magnet technology, or equal

• Handle: 360-degree welded handle

• Brand Name: Yeti, Stanley, RTIC or Equal

3.2 Engraving and Electronic Sample. All travel mugs shall have the ability to be engraved. All travel mugs shall be engraved on the front side only with the image and text in Exhibit A, USPTO Engraving Template.

3.2.1. The Contractor shall provide the COR an opportunity to review the requested engraving layout prior to production. The Contractor shall provide an electronic sample (picture) travel mug with engravement (Exhibit A) via email for review within three (3) business days after award at no additional cost. The COR will provide any edits or corrections within one (1) business day of receipt of email. If changes are required, the Contractor shall submit a revised electronic sample within two (2) business days of notification of changes at no additional costs.

Form # USPTO-OP-020 (08/2020) Page 2 of 5

3.2.2. Once the electronic sample (picture) travel mug is approved by the COR, the Contractor shall begin production and mailing of travel mugs in accordance with Section 4 “Project Deliverable Schedule.”

3.3. Contractor Point of Contact (POC): The Contractor shall notify the COR and the Contracting Officer (CO), via email, the assigned point-of-contact (POC) within two (2) business days after award. The Contractor shall coordinate work with the COR regarding progress of work.

3.4 Privacy Act and Shipping: The Contractor shall be able to ship to all 50 U.S. states and territories. The COR will provide a list of recipients to the Contractor within two (2) business days after award via encrypted email or another secure method to ensure proper handling of Personally Identifiable Information (PII). The PII that will be provided is covered by the Systems of Records Notice COMMERCE- DEPT-18 (Employees Personnel Files Not Covered by Notices of Other Agencies) and/or OPM GOVT-1 (General Personnel Records).

3.4.1. USPTO will transmit the PII data via encrypted email or using a USPTO-approved file transfer protocol (FTP) website, such as Kiteworks. The COR will assist the Contractor with obtaining Kiteworks access, if necessary.

3.4.2 The Contractor will be subject to the Privacy Act and shall have completed the necessary Privacy Act training prior to receiving the list of recipients from the COR. See FAR 52.224-2, Privacy Act.

3.4.3 The Contractor shall safeguard against any privacy infringement of PII. The Contractor shall agree that any PII associated with this award will not be disclosed in any form and will only be used for the performance of its responsibilities under this award.

3.5 Delivery Tracking: The Contractor shall have a system to successfully track the delivery of the travel mugs. The Contractor shall provide a Summary List to the COR via encrypted or password protected email within twenty (20) business days of last shipment. The list should identify, at a minimum, the recipient’s name, status of delivery, date of shipment, batch number (if applicable), tracking number, shipping address, total number of mugs delivered, total number of mugs undelivered, number of excess (undesignated) travel mugs, and any other pertinent information agreed upon between the COR and the Contractor. Upon distribution of Summary List, the Contractor shall mail any excess (undesignated) or undelivered travel mugs to:

USPTO

Office of Patent Financial Management (OPFM) 600 Dulany Street, MDW Room 7B76 Attn: Arthur Banks Alexandria, VA 22314

The COR will use the Summary List to verify the content of what was mailed by the Contractor.

3.5.1 After the COR confirms receipt of the Summary List, the Contractor shall delete the recipient list and any other documents received or transmitted during the performance of this requirement

Form # USPTO-OP-020 (08/2020) Page 3 of 5 that contains PII information (i.e. mailing list, etc.). The Contractor shall provide the COR with a signed statement of certifying the deletion of PII via email.

4. Project Deliverable Schedule

The Contractor shall provide the following by the project delivery due date:

Due Date Project Deliverable Within one (2) business days after contract Award

Contractor Point-of-Contact (POC) & COR coordinate progress which includes providing list of award recipients

Within three (3) business days after award Contractor POC to provide to COR the 1st electronic sample (picture) with engraving via email

One (1) business day after receipt of 1st electronic sample

COR review 1st electronic sample (picture) and provide any edits or corrections or final approval to proceed to production

Nineteen (19) business days after submission of final approval

Final Production of 11,200 traveler mugs

Five business (5) days after final production Shipping of travel mugs to be completed

If edits or corrections are needed to the electronic sample:

Two (2) business days after approval notification by COR

Final review of all electronic sample with engraving

Nineteen (19) business days after submission of final approval

Final Production of 11,200 traveler mugs

Five business (5) days after final production Shipping of travel mugs to be completed

5. Schedule of Supplies

The Contractor shall complete the chart below for Contract Line Item Number (CLIN) 0001 through 0004.

CLIN

Description

Min Qty

Max Qty

Unit

Unit Price Total Price

0001 20 oz Travel Mugs (Yeti, RTIC or Equivalent) 10,500 11,200 ea. $ $

0002 Shipping 10,500 11,200 ea. $ $

Optional CLIN 0003 20 oz Travel Mugs (Yeti, RTIC or Equivalent) 1 1,000 ea $ $ 0004 Shipping 1 1000 ea $ $

Notes:

(1) All CLINs: Contractors are expected to provide quantity discount.

(2) CLIN 0001: If maximum quantity is ordered, the quantities may be split for shipping. See Section 7.

Price should be fully burdened (i.e. production time, engraving, materials, etc.)

(3) CLIN 0002 and, if exercised, CLIN 0004: price should be fully burdened (i.e. shipping, mailing labels, packaging, etc.)

(4) CLIN 0003 (Optional CLIN): USPTO reserves the right to exercise and fund during the base period of performance (POP). Price should be fully burdened (i.e. production time, engraving, materials, etc.)

Form # USPTO-OP-020 (08/2020) Page 4 of 5

6. Deliverables

SOW

Section

Deliverable Due Date Delivery Method

3.3 Contractor Point of

Contact

Two (2) days after Date of Award Via email to the CO and the COR

3.2 Electronic Sample (picture) Travel mug with engravings

Within three (3) business days after Date of Award Via email to the COR

3.2 Electronic Sample

(Revised)

Within two (2) business days of edits/corrections Via email to the COR

3.2.2 Production (Final)

Within nineteen (19) business days of COR approval notification

Via email to the COR

3.4 Shipping Individually to

Patents employees

Five (5) business days after final production via Contractor’s chosen mailing service

3.5 Summary List 20 business days after

last shipment

Via encrypted or password protected email to the COR

3.5 Shipping of undelivered

and excess travel mugs

Upon distribution of Summary List

Via Contractor’s chosen mailing service to COR

3.5 Signed Statement of Certification of Deletion of PII

Upon request Via email

7. Period of Performance

The period of performance will be May 31, 2024 to October 31, 2024.

Period of Performance CLIN Quantity Delivery (Duration Period) Base Period 0001 10,500 June 3, 2024 – June 28, 2024 Base Period 0001 700 August 12, 2024 – September 27, 2024

Optional CLIN Base Period 0003 TBD September 3, 2024 – October 31, 2024

8. Place of Performance

Contract performance will take place at the Contactor’s facility.

Form # USPTO-OP-020 (08/2020) Page 5 of 5

9. Contract Administration

The CO is the only person authorized to make any changes, or approve any changes in the requirements of this award, and notwithstanding any provisions contained elsewhere in this award, the said authority remains solely with the CO. In the event the contractor makes any changes at the direction of any person other than the CO, the change will be considered to have been without authority and no adjustment will be made in the award price to cover any increase in costs occurred as a result thereof.

The CO is: The COR is:

Kelly Gustafson Contracting Officer Office of Procurement US Patent and Trademark Office 600 Dulany Street Alexandria, VA 22314 Phone #: (571) 270-7463 Email: kelly.gustafson@uspto.gov

TBD

Contracting Officer’s Representative Office of Patent Financial Management US Patent and Trademark Office 600 Dulany Street Alexandria, VA 22314 Phone #: (571) 272-XXXX Email: TBD

10. Attachment

Exhibit A: USPTO Travel Mug Engraving mailto:kelly.gustafson@uspto.gov