Patent Data and Document Management (PDDM)

Closed Solicitation Posted

This opportunity was awarded. See its 2 award notices in the notice history.

Solicitation number
1333BJ20R00151004
Agency
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
511199 All Other Publishers

Notice details come from SAM.gov. Updated .

About this opportunity

The United States Patent and Trademark Office seeks to procure patent data and document management services through request for proposals number 1333BJ20R00151004. The selected contractor will manage the entire patent application lifecycle from initial filing through final disposition, including front end processing, pre-grant publication, data capture, and post-issuance activities. Offerors must demonstrate their technical approach for meeting the requirements defined in the statement of work, and pricing will be evaluated using fixed unit prices provided over a ten-year base and option ordering period. Proposals are due by August 31, 2020.

The solicitation does not designate any set-asides. The NAICS code is 541511 and PSC code is R699. Pricing templates indicate contractors may receive volume percentages between 25-100% of the estimated totals, which include over 3 million pages of pre-grant publications and post-allowance patent grants processed annually. The place of performance will be the contractor's facilities, with all work delivered electronically to the United States Patent and Trademark Office.

Notice text

5 versions

Update #5 · Latest ·

UPDATE 8/29/2020:   The purpose of this Amendment (0004) is as follows:

  1. To clarify in Section L that pricing information should not be included for Factors A-D. Factor E may include pricing information as required in the subcontracting plan template;
  2. To fix errors in formulas in Attachment 40 Pricing Template. The formula for the total column for each year in Row 56 (CLIN 0006B) has been corrected. Row 59 (CLIN 0007B) was made optional. Row 60 (total price) formulas were revised to exclude the transition out cost except in the total for Option Year 9, and
  3. To extend the due date for proposals until 5:00pm ET on August 31, 2020.

UPDATE 8/12/2020: This RFP Amendment (0003) revises RFP Sections C, J, M, and Attachment 40 - Pricing Template. Proposals remain due by noon ET on Monday, August 31, 2020.

The USPTO has also attached responses to offeror questions.

UPDATE 8/05/2020: This RFP Amendment (0002) revises RFP Sections B, C, E, H, I, J, L, and certain RFP attachments. This revised RFP allows for additional questions that are due by 3:00p.m. ET on Friday, August 7, 2020. The proposal due date is extended until noon ET on Monday, August 31, 2020.

The USPTO has also attached responses to offeror questions.

UPDATE 7/24/2020: This RFP amendment (0001) extends the proposal due date until noon ET on Monday, August 24, 2020.  The USPTO is still working on responses to RFP questions and responses will be posted at a later date.

The United States Patent and Trademark Office's (USPTO) Patent Data and Document Management (PDDM) Request for Proposals (RFP) seeks contractor support to manage the entire life cycle of the patent application processing from the initial filing of the application to the final disposition of the application.

A complete understanding of the PDDM requirements can only be achieved by thoroughly reviewing the RFP and Statement of Work, as well as all references and attachments provided in RFP Section J.  In addition, Section J includes a Glossary providing a comprehensive list of terms and their definitions as they relate to this requirement. 

Please note some of the attachments have been updated since the presolicitation notice posting.  The attachment version dates can be found in the Section J crosswalk.

Update #4 ·

UPDATE 8/12/2020: This RFP Amendment (0003) revises RFP Sections C, J, M, and Attachment 40 - Pricing Template. Proposals remain due by noon ET on Monday, August 31, 2020.

The USPTO has also attached responses to offeror questions.

UPDATE 8/05/2020: This RFP Amendment (0002) revises RFP Sections B, C, E, H, I, J, L, and certain RFP attachments. This revised RFP allows for additional questions that are due by 3:00p.m. ET on Friday, August 7, 2020. The proposal due date is extended until noon ET on Monday, August 31, 2020.

The USPTO has also attached responses to offeror questions.

UPDATE 7/24/2020: This RFP amendment (0001) extends the proposal due date until noon ET on Monday, August 24, 2020.  The USPTO is still working on responses to RFP questions and responses will be posted at a later date.

The United States Patent and Trademark Office's (USPTO) Patent Data and Document Management (PDDM) Request for Proposals (RFP) seeks contractor support to manage the entire life cycle of the patent application processing from the initial filing of the application to the final disposition of the application.

A complete understanding of the PDDM requirements can only be achieved by thoroughly reviewing the RFP and Statement of Work, as well as all references and attachments provided in RFP Section J.  In addition, Section J includes a Glossary providing a comprehensive list of terms and their definitions as they relate to this requirement. 

Please note some of the attachments have been updated since the presolicitation notice posting.  The attachment version dates can be found in the Section J crosswalk.

Update #3 ·

UPDATE 8/05/2020: This RFP Amendment (0002) revises RFP Sections B, C, E, H, I, J, L, and certain RFP attachments. This revised RFP allows for additional questions that are due by 3:00p.m. ET on Friday, August 7, 2020. The proposal due date is extended until noon ET on Monday, August 31, 2020.

The USPTO has also attached responses to offeror questions.

UPDATE 7/24/2020: This RFP amendment (0001) extends the proposal due date until noon ET on Monday, August 24, 2020.  The USPTO is still working on responses to RFP questions and responses will be posted at a later date.

The United States Patent and Trademark Office's (USPTO) Patent Data and Document Management (PDDM) Request for Proposals (RFP) seeks contractor support to manage the entire life cycle of the patent application processing from the initial filing of the application to the final disposition of the application.

A complete understanding of the PDDM requirements can only be achieved by thoroughly reviewing the RFP and Statement of Work, as well as all references and attachments provided in RFP Section J.  In addition, Section J includes a Glossary providing a comprehensive list of terms and their definitions as they relate to this requirement. 

Please note some of the attachments have been updated since the presolicitation notice posting.  The attachment version dates can be found in the Section J crosswalk.

Update #2 ·

UPDATE 7/24/2020: This RFP amendment (0001) extends the proposal due date until noon ET on Monday, August 24, 2020.  The USPTO is still working on responses to RFP questions and responses will be posted at a later date.

The United States Patent and Trademark Office's (USPTO) Patent Data and Document Management (PDDM) Request for Proposals (RFP) seeks contractor support to manage the entire life cycle of the patent application processing from the initial filing of the application to the final disposition of the application.

A complete understanding of the PDDM requirements can only be achieved by thoroughly reviewing the RFP and Statement of Work, as well as all references and attachments provided in RFP Section J.  In addition, Section J includes a Glossary providing a comprehensive list of terms and their definitions as they relate to this requirement. 

Please note some of the attachments have been updated since the presolicitation notice posting.  The attachment version dates can be found in the Section J crosswalk.

Update #1 ·

The United States Patent and Trademark Office's (USPTO) Patent Data and Document Management (PDDM) Request for Proposals (RFP) seeks contractor support to manage the entire life cycle of the patent application processing from the initial filing of the application to the final disposition of the application.

A complete understanding of the PDDM requirements can only be achieved by thoroughly reviewing the RFP and Statement of Work, as well as all references and attachments provided in RFP Section J.  In addition, Section J includes a Glossary providing a comprehensive list of terms and their definitions as they relate to this requirement. 

Please note some of the attachments have been updated since the presolicitation notice posting.  The attachment version dates can be found in the Section J crosswalk.

Files

File Type Posted
Attachment 40-Pricing Template_updated Amendment 0004.xlsx XLSX spreadsheet
1333BJ20R00151004_Amendment 0004 track changes.pdf PDF
1333BJ20R00151004_Amendment 0003_track changes.pdf PDF
Attachment 40-Pricing Template_updated Amendment 0003.xlsx XLSX spreadsheet
PDDM RFP Questions and Responses Round Two_8.12.pdf PDF
Attachment 39 - Transition Plan Framework_updated.docx DOCX document
Attachment 41 - Past Performance Questionnaire_updated.docx DOCX document
Attachment 13a - FEPIB 2020-05.doc DOC document
Attachment 13a - FEPIB 2020-06.doc DOC document
RFP 1333BJ20R00151004_Amendment 0002_track changes.pdf PDF
Attachment 26 - DCB 2020-15.docx DOCX document
Attachment 26 - DCB 2020-14.docx DOCX document
Attachment 40-Pricing Template_updated.xlsx XLSX spreadsheet
Attachment 05a - Historical Data_Page Counts and Volumes_updated.docx DOCX document
Attachment 08 - Glossary of Terms_updated.docx DOCX document
Attachment 3d - Current Compatible Printers.docx DOCX document
Attachment 26 - DCB 2020-17.docx DOCX document
Attachment 26 - DCB 2020-16.docx DOCX document
Attachment 13a - FEPIB 2020-04.doc DOC document
PDDM RFP Questions and Responses.pdf PDF
Amendment 0001_1333BJ20R00151004.pdf PDF
Attachment 40 - Pricing Template.xlsx XLSX spreadsheet
Attachment 26.zip ZIP file
Attachment 25b - Consolidated Listing of Official Gazette Notices_2018-01-25.pdf PDF
Attachment 24 - File Maintenance Final Data Capture and Issue Build 201900911.doc DOC document
Attachment 17b - (jpg) u-bibdat1.jpg JPG image
Attachment 05c - QA of EFS WEb Submissions Error Categories and Historical Volumes.xlsx XLSX spreadsheet
Attachment 11 - Link to Public PAIR.docx DOCX document
Attachment 18 - DCB 2020-04.docx DOCX document
Attachment 16 - PG Pub Processes.pdf PDF
Attachment 01a - Contractors Access to USPTO v4.1 Before Awarded 12-09-2019 Final.doc DOC document
Attachment 38a - Cloud Services Usage Policy.pdf PDF
Attachment 39 - Transition Plan Framework.docx DOCX document
Attachment 35b.zip ZIP file
Attachment 38 - IT Security Requirements - 2020-04.docx DOCX document
Attachment 13a - FEPIB 2020-02.doc DOC document
Attachment 20 - PG Pub - Yellow Book Instructions.docx DOCX document
Attachment 13a - FEPIB 2020-03.doc DOC document
Attachment 25a - eOG_manual_2020.docx DOCX document
Attachment 29 - Patent Official Gazette (eOGP).docx DOCX document
Attachment 08 - Glossary of Terms.docx DOCX document
Attachment 14 - Quality Assurance of EFS-Web Submissions20190917.docx DOCX document
Attachment 17a - DPMpgpub-2020.doc DOC document
Attachment 17d - (jpg) us-request-v15-2013-01-25.jpg JPG image
Attachment 10b.zip ZIP file
Attachment 19 - PG Pub - Red Book Instructions.docx DOCX document
Attachment 07 - IFW Document Codes - Document Code Dictionary 2020-04-15.pdf PDF
Attachment 13 - Front End Processing (FEP) Manual for Indexing and Scanning.docx DOCX document
Attachment 15 - CRF_Transfer_Participant_Manual_Final_Revision_2019-03-18.pdf PDF
Attachment 03a - USPTO Computer Specs.xlsx XLSX spreadsheet
Show 40 more

50 files listed here. See the rest on GovTribe.

Notice history

Notice Type Posted
Patent Data and Document Management (PDDM) Latest Award Notice
Patent Data and Document Management (PDDM) Award Notice
This notice Latest solicitation Solicitation
Patent Data and Document Management Original Pre-Solicitation

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