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
US Patent and Trademark Office Department of Commerce
Responses due
Set-aside
No set-aside

Opportunity facts

NAICS code
511199 All Other Publishers
PSC
7690 Miscellaneous Printed Matter

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.

Attachments

Files attached to this notice, newest first
File Type Posted
Attachment 40-Pricing Template_updated Amendment 0004.xlsx XLSX spreadsheet
1333BJ20R00151004_Amendment 0004 track changes.pdf PDF
PDDM RFP Questions and Responses Round Two_8.12.pdf PDF
Attachment 40-Pricing Template_updated Amendment 0003.xlsx XLSX spreadsheet
Attachment 13a - FEPIB 2020-05.doc DOC document
Attachment 26 - DCB 2020-15.docx DOCX document
Attachment 05a - Historical Data_Page Counts and Volumes_updated.docx DOCX document
Attachment 3d - Current Compatible Printers.docx DOCX document
Attachment 41 - Past Performance Questionnaire_updated.docx DOCX document
RFP 1333BJ20R00151004_Amendment 0002_track changes.pdf PDF
Attachment 37 - PreExam Manual with Supplemental Instructions 9-20-2018.pdf PDF
Attachment 30 - Certificate of Correction Process.pdf PDF
Attachment 27 - Grant - Red Book Instructions.docx DOCX document
Attachment 10c - Link to USPTO Website.docx DOCX document
Attachment 17e - (txt) -ExportTOC1.txt TXT text file
Attachment 21 - Post Allowance Processes.pdf PDF
Attachment 35a - PE2E-eDRS-Manual.pdf PDF
Attachment 28 - Grant - Yellow Book Instructions.docx DOCX document
Attachment 23 - DataEntryManual-NON-UTILITY-2020.doc DOC document
Attachment 17c - (jpg) u-suppub8-2012-12-04.jpg JPG image
Attachment 42 - Small Business Subcontracting Plan Template.docx DOCX document
Attachment 10a - Sample Issued Patents and Cooperative Patent Classification.docx DOCX document
Attachment 09 - Link to Patent Classifications and Definitions.docx DOCX document
Attachment 29a - Patent Official Gazette Notices.docx DOCX document
Attachment 36 - PE2E-OC OPESS Manual.pdf PDF
Attachment 31 - CofC_manual_PaDaCap_2020.docx DOCX document
Attachment 34 - PALM-Correspondence Processing.pptx PPTX presentation
Attachment 00 - Section J Technical References Index and Crosswalk.docx DOCX document
Attachment 01b - OCIO Personal Identity Verification (PIV) Card Authentication Policy OCIO-POL-49.pdf PDF
Attachment 02 - TIC Ref Arch v2.2 2017.pdf PDF
Attachment 04 - Crosswalk of CLINs to SOW and Historical Volumes.xlsx XLSX spreadsheet
Attachment 03c - Windows 10 LTSB Baseline for CEP - CEDP COR Systems Baseline.docx DOCX document
Attachment 03b - USPTO Enterprise Workstation Naming Convention.docx DOCX document
Attachment 22 - DataEntryManual-UTILITY-2020.doc DOC document
Attachment 40 - Pricing Template.xlsx XLSX spreadsheet
Attachment 24 - File Maintenance Final Data Capture and Issue Build 201900911.doc DOC document
Attachment 11 - Link to Public PAIR.docx DOCX document
Attachment 01a - Contractors Access to USPTO v4.1 Before Awarded 12-09-2019 Final.doc DOC document
Attachment 35b.zip ZIP file
Attachment 20 - PG Pub - Yellow Book Instructions.docx DOCX document
Attachment 29 - Patent Official Gazette (eOGP).docx DOCX document
Attachment 17a - DPMpgpub-2020.doc DOC document
Attachment 19 - PG Pub - Red Book Instructions.docx DOCX document
Attachment 15 - CRF_Transfer_Participant_Manual_Final_Revision_2019-03-18.pdf PDF
Attachment 13a - FEPIB 2020-01.doc DOC document
Attachment 06 - Exports to the Contractor_Reports and Deliverables Table Including Sample Reports.XLSX XLSX spreadsheet
Attachment 25b - Consolidated Listing of Official Gazette Notices_2018-01-25.pdf PDF
Attachment 05c - QA of EFS WEb Submissions Error Categories and Historical Volumes.xlsx XLSX spreadsheet
Attachment 16 - PG Pub Processes.pdf PDF
Attachment 39 - Transition Plan Framework.docx DOCX document
Show all 50

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Notice history

Notices posted for this opportunity, newest first
Notice Type Posted
Patent Data and Document Management (PDDM) Latest Award Notice
Patent Data and Document Management (PDDM) Award Notice
Patent Data and Document Management (PDDM) This notice · Latest solicitation Solicitation
Patent Data and Document Management Original Pre-Solicitation

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