24-0660 Attachment 1 NPL Subscription SOW Final 16May24 Rev1.pdf

Statement of Work (SOW)

For Non-Patent Literature Journals Subscription: eJournals, eBooks, &

Knovel Database

ACQ024-0660

UNITED STATES PATENT AND TRADEMARK OFFICE (USPTO)

Scientific and Technical Information Center (STIC)

United States Subscription: eJournals, eBooks, & Knovel Database Patent and Trademark Office Statement of Work

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

Background

The USPTO’s Scientific and Technical Information Center (STIC) has a mission to enhance patent quality and examiner effectiveness through search, information services, and training. As such, STIC has a requirement for a subscription to full-text electronic collections of journals, books and engineering reference database covering science, technology, and health. To obtain access to engineering reference database in this subscription, a site license is required. A subscription of this nature supports the mission by offering authoritative, peer-reviewed publications from experts in fields, which include physical sciences & engineering, life sciences, health sciences, and social sciences & humanities used by USPTO examiners across all Technology Centers.

The costs accessing the collections and the engineering reference database via IP authentication through commercial hosts will be an annual FIRM FIXED price. The NAICS Code designated for this requirement is 513120 “Scientific Journal and Periodical Publishers.”

“Government Use” includes use by USPTO employees and contractors located throughout the United States and Puerto Rico wherever situated. Government Use includes agency telework work-at-home programs, Regional USPTO offices, and USPTO contractors.

Purpose

The United States Patent and Trademark Office (USPTO) has an ongoing mission requirement to acquire access to Elsevier B.V.’s collection of electronic full-text journals and books. A title list will be issued to the vendor to request pricing for which titles the USPTO is interested in procuring per the contract prior to making an award. The content covered in these collections of electronic journals and books include Science, Chemistry, Medicine and Biotechnology. They are listed on Appendix A – Elsevier Titles. There are five distinct collections, one database and perpetual titles:

1. Individual Collections

i. Complete Freedom Collection

ii. Cell Press Collection-Base

iii. Seminars Collection

iv. Societies Journals

2. Handbook Series

3. Knovel database (33 subject areas and 3 premium content areas)

4. Elsevier Subject Collection

5. Insights Library Perpetual Access Titles

6. Major Reference Works Collection

7. Perpetual Access Titles

The Freedom Collection is comprised of electronic journals on the ScienceDirect platform. The Freedom Collection provides access to full text of articles from journals in all the subject collections published by Elsevier B.V. Coverage is from 1995 to the present and includes more than 2500 journals and 11,000

Form # USPTO-OP-020 (08/2020) Page 2 of 5 books in a variety of scientific disciplines. Electronic journals from ScienceDirect are essential searching tools for examiners in Technology Centers 1600 (Biotechnology and Organic fields), 1700 (Chemical and Materials Engineering fields), 2100 (Computer Architecture Software and Information Security), and 3600 (Transportation, Electronic Commerce, Construction, Agriculture, Licensing and Review).

The Cell Press Collection-Base is a peer-reviewed scientific journal publishing research papers across a broad range of disciplines with the life sciences. The journal dates back to 1974 and is published twice monthly under the Elsevier B.V. umbrella of companies.

Up-to-date, state-of-the-art information on a single topic is available in each issue of the Seminars Collection. Examiners remain abreast of the latest innovations, research findings, engineering advancements, collaborative platforms, clinical applications and methods.

Societies Journals is a collection of subject specific journals that bring together and support their research community; promote the study of their representative subjects; protect the integrity of their research and drive funding where available. Societies Journals are important to Examiners because the research communities within these Societies have chased down late peer reviews and sorted out Digital Object Identifier (DOI) discrepancies to produce a concise discussion of the subject matter. A DOI or Digital Object Identifier is a string of numbers, letters and symbols used to identify an article or document and link to it on the web permanently.

The Handbook Series is an addition to the ScienceDirect Platform. The Handbooks span a range of subjects within the fields of Economics, Mathematics, Chemistry and Physics. Content within the Handbook Series easily cross-references content from Reference Works, Book Series and more than 2,000 scientific, technical and medical journals.

Access to the propriety Knovel database is included in the requirement. Knovel is a provider of a web-based productivity application for the engineering community. Knovel’s solution integrates technical information with analytics and search to deliver trusted answers and drive innovation. Subscribers have the ability to search across multiple sources, content types, using analytical and calculation tools to manipulate the data and use it in other engineering applications.

Knovel also contains reference works relating to genetic engineering. Searching data and genetic content from Knovel is compiled from more than 100 engineering societies and publishers. Data is presented using a variety of tools such as interactive graphs. Knovel offers solutions for R&D, clinical solutions, research platforms, education, and research intelligence.

Scope

The contractor shall provide a site license for a subscription to full-text eJournal collections, eBook collections, and the Knovel Database to include:

1. Full-text electronic subscription access to the following serials collections:

a. Elsevier’s Complete Freedom Collection, which includes over 2,300 journal titles, including Patent Cooperation Treaty Minimum Documentation required titles, and other highly used

Form # USPTO-OP-020 (08/2020) Page 3 of 5 titles.

b. Elsevier’s Cell Press publications, which include titles that publish primary research and reviews in the field of biology.

c. Elsevier’s Seminar publications outside of the Freedom Collection.

d. Elsevier Society Journals outside the Freedom Collection.

2. Full-text electronic subscription access to the following eBook Collections

a. Elsevier’s Handbook Series, which includes over 800 eBooks in the following collections:

i. Chemistry

ii. Methods in Enzymology

iii. Comprehensive Analytical Chemistry

iv. Handbook of Magnetic Materials

a. Elsevier’s Knovel Database, which includes over 30 subject areas and premium content integrated into one search environment with additional data analysis .

3. Ongoing perpetual access to the titles listed below, previously purchased materials and collections.

4. Advanced search functionality allowing for faceted search, Boolean, and nested clauses.

5. Recommendations and alerts for the latest research by topic, journal or book series.

6. Printing one or more selected documents from a printer connected (either directly or as a shared network device) to the user’s device.

7. Downloading one or more selected documents to the user’s computer to store such documents in a user specified storage media (disk, flash drive, etc.) for later printing or manipulation through a word processing program.

8. E-mailing one or more selected documents; and unlimited printing, downloading, and e-mailing of retrieved documents at no additional charge, including all available PDF formats, subject to copyright and licensing restrictions. Downloading and emailing shall, at a minimum include formatted WORD processing, PDF, and ASCII text.

9. The collection shall contain the following Patent Cooperation Treaty Minimum Documentation titles:

a. Biochimica et Biophysical Acta

b. Cell

c. Fitoterapia

d. Gene

e. Journal of Chromatography B

f. Journal of Crystal Growth

g. Journal of Ethnopharmacology

h. Journal of Organometallic Chemistry

i. Metal Finishing

j. Methods in Enzymology

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

k. Optics Communications

l. Solid-State Electronics

m. Steroids

n. Thin Solid Films

Deliverables

1. Project Kick-Off Meeting shall take place no later than five (10days after contract award via phone or WebEx or as necessary to gain an understanding of what success looks like, the background, what needs to be done, how the team will work together effectively, ensuring both the team and contractor are on the same page. Progress meetings will be held as necessary with the Contractor.

2. The Contractor shall provide uninterrupted access to all subscriptions and services included within the contract per each period of performance (PoP).

a. Full-text electronic collections of journals, books and engineering reference database covering science, technology, and health.

b. One (1) site license shall be provided for the engineering reference database.

3. Usage Statistics shall be provided to the USPTO via SUSHI download and no later than the fifth calendar day of the month, and shall be Counter compliant.

4. Customized training and training materials shall be available on-site (if requested) or via WebEx to provide resources that support effective utilization of content and services.

5. Invoices submitted by the Contractor shall itemize individually priced titles and subscribed collections. Submit invoices to the USPTO Finance Office and COR no later than the fifth day of each month.

Period of Performance

The period of performance shall be one base year and 4 optional years. Optional years will be determined IAW FAR 52.2019-9. The periods of performance are listed below.

Base Year: January 1, 2025 – December 31, 2025 Option Year 1: January 1, 2026 – December 31, 2026 Option Year 2: January 1, 2027 – December 31, 2027 Option Year 3: January 1, 2028 – December 31, 2028 Option Year 4: January 1, 2029 – December 31, 2029

Place of Performance

All subscription materials shall be accessed online. The address is being provided for informational purposes only.

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

USPTO Headquarters C/O Scientific and Technical Information Center (STIC) 600 Dulany Street Alexandria, Virginia 22314

Contracting Authority

The Contracting Officer (CO) is the only person with the authority to execute any award or official contract modification. The contract shall be monitored and administered by a Contracting Officer’s Representative (COR). The COR will be the direct contact point for the communications regarding the contract. The COR has no authority to make any changes to the contract that would result in any change to scope, price or period of performance. The CO, COR and alternate COR (ACOR) are listed below.

Contracting Officer Frederick Porter, FAC-C Frederick.porter@uspto.gov

Contract Specialist Michelle Ellis, FAC-C Michelle.Ellis@USPTO.gov

Contracting Officer’s Representative To be provided upon award

Alternate Contracting Officer Representative To be provided upon award mailto:Frederick.porter@uspto.gov mailto:Michelle.Ellis@USPTO.gov