Patent Data and Document Management
Closed Pre-Solicitation Posted
This opportunity was awarded. See its 2 award notices in the notice history.
- Solicitation number
- ACQ-20-0057
- Agency
-
US Patent and Trademark Office
Department of Commerce
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541990 All Other Professional, Scientific, and Technical Services
- PSC
- R699 Support- Administrative: Other
Notice details come from SAM.gov. Updated .
About this opportunity
This pre-solicitation notice seeks proposals for a patent data and document management contract to be awarded by the United States Patent and Trademark Office. The contractor shall provide indexing and scanning of all paper documents filed, quality review of electronically filed documents, and patent data capture and composition for pre-grant publication, post-allowance processing, and post-issuance activities. Key requirements include front-end processing, pre-grant publication, post-allowance processing, post-issuance processing, and quality control. The contractor must convert and compose application data from various sources to meet statutory requirements.
The contract has no set-aside designations. The main NAICS code is 541511 and PSC code is D304. The incumbent contractor is CSR. The contract value and period of performance are unspecified, but it involves annual volumes of 500,000 pages for indexing and scanning and 500,000 patent applications requiring data capture and composition for pre-grant publication and post-allowance issuance. Responses to the forthcoming solicitation are due based on schedules provided in Section D.
Notice text
6 versions
Update #6 · Latest ·
Update: The USPTO is currently reviewing industry feedback on the Draft RFP. A final RFP release date has not yet been determined.
DRAFT RFP and attachments attached. This presolicitation notice will be converted to a solicitation once the RFP is finalized.
The web browser you are using may affect whether you can download an attachment. The USPTO has determined that Internet Explorer works best for downloading the attachments. However, we ask that you try multiple web browsers before contacting the USPTO for any download issues.
Note: SAM's Contract Opportunities requires an inputted response date for this notice however we do not expect a response at this time.
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
Update #5 ·
Update: The USPTO has decided to accept comments on the Draft RFP until Wednesday, February 26, 2020 at 4:00pm. The final RFP will be posted shortly thereafter.
DRAFT RFP and attachments attached. This presolicitation notice will be converted to a solicitation once the RFP is finalized.
The web browser you are using may affect whether you can download an attachment. The USPTO has determined that Internet Explorer works best for downloading the attachments. However, we ask that you try multiple web browsers before contacting the USPTO for any download issues.
Note: SAM's Contract Opportunities requires an inputted response date for this notice however we do not expect a response at this time.
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
Update #4 ·
Update: DRAFT RFP and attachments attached. This presolicitation notice will be converted to a solicitation once the RFP is finalized. The USPTO does not expect any responses at this time.
The web browser you are using may affect whether you can download an attachment. The USPTO has determined that Internet Explorer works best for downloading the attachments. However, we ask that you try multiple web browsers before contacting the USPTO for any download issues.
Note: SAM's Contract Opportunities requires an inputted response date for this notice however we do not expect a response at this time.
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
Update #3 ·
Update: DRAFT RFP and attachments attached. This presolicitation notice will be converted to a solicitation once the RFP is finalized.
Note: SAM's Contract Opportunities requires an inputted response date for this notice however we do not expect a response at this time.
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
Update #2 ·
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
The Office of Data Management (ODM), within the Office of Patent Information Management (OPIM), is responsible for managing multiple mission critical activities to support the patent examination process. ODM oversight and control consists of the following:
- Front-End-Processing (FEP)
- Pre-Grant Publication (PG-Pub)
- Post Allowance
- Post Issuance
Each of these specific areas and Contractor responsibilities are detailed within the forthcoming SOW. The Contractor shall provide deliverables to the USPTO that are uniform, ready for publication and comply with the SOW requirements and in accordance with attachments provided in RFP Section J. The schedule for providing each of the deliverables is provided in the Production Schedules found in Section D. All delivery dates are expressed in terms of Prior Workdays (PWD). PWD is defined by the number of workdays before publication Thursday or issue Tuesday. Publication Thursday and issue Tuesday are expressed as PWD one (1).
The documents that will be provided in Section J as attachments, expound upon processes, procedures, and quality standards for the requirements under this contract. The documents provided contain the most recent instructions. The documents will be updated to reflect changes to processes and procedures as necessary.
The following are the high-level requirements of the SOW:
- FEP
- Index and scan all paper documents
- Retrieve paper documents from designated locations
- Maintain an inventory of paper documents for potential retrieval until such time they are scheduled for destruction
- Creation of artifact folders
- Quality Assurance and correction of web based submissions
- Provide USPTO customer support by taking corrective action associated with indexing problems, missing documents, and image quality
- PG Pub
- Conversion and composition of pending utility and plant applications for weekly publication in image and text file formats
- Post Allowance
- Conversion and composition of all allowed applications for weekly issuance of patent grants in image and text file formats
- Quality Control of documents within the official electronic file wrapper for each allowed application
- Sending notifications to patent examiners requesting resolution either due to a quality issue or due to documents submitted after allowance that require their action
- Mailing notices to applicants to resolve quality issues or in response to documents submitted after allowance
- Monitoring applications that require a response and ensuring appropriate action is taken upon receipt of the response or upon expiration of the time period for response
- Processing of all documents/correspondence received after allowance
- Ensuring all allowed applications proceed to grant in a timely manner
- Assigning patent numbers for the weekly issue based upon the issue schedule provided by the USPTO
- Assembly of printed patent grants received from the USPTO Patent Printing Contractor
- Preparing and mailing abandonment notices
- Maintaining an inventory of artifact folders associated with allowed applications
- Conversion and composition of Reexamination and Patent Trial and Appeals Board (PTAB) certificates for daily issuance
- Creation of the daily electronic official gazette
- Creation of the weekly electronic official gazette
- Post Issuance
- Conversion and composition of approved requests for C of C in image file format
- Conversion and composition of miscellaneous Patent certificates
- Recapture of Patent Grant due to C of C
Note: SAM Contract Opportunities requires an inputted response date for this notice however we do not expect a response at this time.
Update #1 ·
The objective of this contract is to provide the United States Patent and Trademark Office (USPTO) and its customers with indexing and scanning of all paper documents filed and quality review of electronically filed documents that collectively form the official electronic file wrapper, and to provide patent data capture and composition of patent applications for publication and patent grant issuance.
The Contractor shall perform conversion and composition of patent application data received from various sources. The USPTO meets the statutory requirements of publishing patent applications and granting issued patents using the composed patent application data. Patent application data is reviewed during conversion and composition to ensure compliance with applicable statutes, quality standards and rules as described in accordance with the Technical References that will be attached in Section J of the forthcoming RFP.
The Office of Data Management (ODM), within the Office of Patent Information Management (OPIM), is responsible for managing multiple mission critical activities to support the patent examination process. ODM oversight and control consists of the following:
- Front-End-Processing (FEP)
- Pre-Grant Publication (PG-Pub)
- Post Allowance
- Post Issuance
Each of these specific areas and Contractor responsibilities are detailed within the forthcoming SOW. The Contractor shall provide deliverables to the USPTO that are uniform, ready for publication and comply with the SOW requirements and in accordance with attachments provided in RFP Section J. The schedule for providing each of the deliverables is provided in the Production Schedules found in Section D. All delivery dates are expressed in terms of Prior Workdays (PWD). PWD is defined by the number of workdays before publication Thursday or issue Tuesday. Publication Thursday and issue Tuesday are expressed as PWD one (1).
The documents that will be provided in Section J as attachments, expound upon processes, procedures, and quality standards for the requirements under this contract. The documents provided contain the most recent instructions. The documents will be updated to reflect changes to processes and procedures as necessary.
The following are the high-level requirements of the SOW:
- FEP
- Index and scan all paper documents
- Retrieve paper documents from designated locations
- Maintain an inventory of paper documents for potential retrieval until such time they are scheduled for destruction
- Creation of artifact folders
- Quality Assurance and correction of web based submissions
- Provide USPTO customer support by taking corrective action associated with indexing problems, missing documents, and image quality
- PG Pub
- Conversion and composition of pending utility and plant applications for weekly publication in image and text file formats
- Post Allowance
- Conversion and composition of all allowed applications for weekly issuance of patent grants in image and text file formats
- Quality Control of documents within the official electronic file wrapper for each allowed application
- Sending notifications to patent examiners requesting resolution either due to a quality issue or due to documents submitted after allowance that require their action
- Mailing notices to applicants to resolve quality issues or in response to documents submitted after allowance
- Monitoring applications that require a response and ensuring appropriate action is taken upon receipt of the response or upon expiration of the time period for response
- Processing of all documents/correspondence received after allowance
- Ensuring all allowed applications proceed to grant in a timely manner
- Assigning patent numbers for the weekly issue based upon the issue schedule provided by the USPTO
- Assembly of printed patent grants received from the USPTO Patent Printing Contractor
- Preparing and mailing abandonment notices
- Maintaining an inventory of artifact folders associated with allowed applications
- Conversion and composition of Reexamination and Patent Trial and Appeals Board (PTAB) certificates for daily issuance
- Creation of the daily electronic official gazette
- Creation of the weekly electronic official gazette
- Post Issuance
- Conversion and composition of approved requests for C of C in image file format
- Conversion and composition of miscellaneous Patent certificates
- Recapture of Patent Grant due to C of C
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Notice history
| Notice | Type | Posted |
|---|---|---|
| Patent Data and Document Management (PDDM) | Award Notice | |
| Patent Data and Document Management (PDDM) | Award Notice | |
| Patent Data and Document Management (PDDM) | Solicitation | |
| This notice | Pre-Solicitation |
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